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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,347 | $201,264-13.4% | $184,185-5.3% | $145,978+19.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.53% | 29.00%-14.5pp | 28.81%-14.3pp | 550.52%-536.0pp |
| Employer contribution / active EE | $15,131 | $7,021+115.5% | $6,426+135.5% | $4,662+224.6% |
| Participant deferral / active EE | $15,950 | $9,806+62.7% | $9,132+74.7% | $6,690+138.4% |
| Admin fee / account holder | $77 | $16,376-99.5% | $13,909-99.4% | $13,400-99.4% |