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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,651 | $201,370+4.6% | $184,256+14.3% | $145,897+44.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.50% | 29.05%-15.5pp | 28.85%-15.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $3,225 | $7,024-54.1% | $6,427-49.8% | $4,663-30.8% |
| Participant deferral / active EE | $12,593 | $9,808+28.4% | $9,133+37.9% | $6,689+88.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |