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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,621 | $201,259-21.7% | $184,200-14.4% | $145,959+8.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.85% | 28.98%-13.1pp | 28.80%-12.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $6,757 | $7,018-3.7% | $6,424+5.2% | $4,661+45.0% |
| Participant deferral / active EE | $11,917 | $9,806+21.5% | $9,132+30.5% | $6,689+78.2% |
| Admin fee / account holder | $289 | $16,372-98.2% | $13,907-97.9% | $13,398-97.8% |