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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,775 | $201,344-14.7% | $184,243-6.8% | $145,877+17.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.57% | 29.01%-10.4pp | 28.82%-10.3pp | 551.28%-532.7pp |
| Employer contribution / active EE | $4,834 | $7,022-31.2% | $6,427-24.8% | $4,663+3.7% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $63 | $16,382-99.6% | $13,914-99.6% | $13,402-99.5% |