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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,621 | $201,370-21.7% | $184,256-14.5% | $145,897+8.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.85% | 29.05%-13.2pp | 28.85%-13.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $6,757 | $7,024-3.8% | $6,427+5.1% | $4,663+44.9% |
| Participant deferral / active EE | $11,917 | $9,808+21.5% | $9,133+30.5% | $6,689+78.1% |
| Admin fee / account holder | $289 | $16,364-98.2% | $13,899-97.9% | $13,390-97.8% |