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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,375 | $201,372-24.3% | $184,260-17.3% | $145,884+4.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.96% | 29.04%-9.1pp | 28.84%-8.9pp | 551.85%-531.9pp |
| Employer contribution / active EE | $7,517 | $7,024+7.0% | $6,427+16.9% | $4,662+61.2% |
| Participant deferral / active EE | $12,495 | $9,808+27.4% | $9,133+36.8% | $6,690+86.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |