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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,918 | $201,370-7.7% | $184,256+0.9% | $145,897+27.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.45% | 29.05%-3.6pp | 28.85%-3.4pp | 552.29%-526.8pp |
| Employer contribution / active EE | $10,000 | $7,024+42.4% | $6,427+55.6% | $4,663+114.5% |
| Participant deferral / active EE | $18,867 | $9,808+92.4% | $9,133+106.6% | $6,689+182.0% |
| Admin fee / account holder | $96 | $16,364-99.4% | $13,899-99.3% | $13,390-99.3% |