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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,151 | $201,344-25.4% | $184,243-18.5% | $145,877+2.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.86% | 29.01%-18.1pp | 28.82%-18.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,626 | $7,022-76.8% | $6,427-74.7% | $4,663-65.1% |
| Participant deferral / active EE | $16,871 | $9,807+72.0% | $9,132+84.7% | $6,691+152.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |