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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,139 | $167,533+13.5% | $151,645+25.4% | $134,545+41.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.32% | 7.81%-25.1pp | 3.34%-20.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $10,995 | $6,828+61.0% | $6,165+78.3% | $4,742+131.9% |
| Participant deferral / active EE | $19,500 | $8,985+117.0% | $8,363+133.2% | $6,401+204.6% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |