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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,261 | $201,370+1.4% | $184,256+10.9% | $145,897+40.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.26% | 29.05%-13.8pp | 28.85%-13.6pp | 552.29%-537.0pp |
| Employer contribution / active EE | $5,892 | $7,024-16.1% | $6,427-8.3% | $4,663+26.4% |
| Participant deferral / active EE | $9,312 | $9,808-5.1% | $9,133+2.0% | $6,689+39.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |