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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,654 | $201,370-11.3% | $184,256-3.0% | $145,897+22.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.85% | 29.05%-10.2pp | 28.85%-10.0pp | 552.29%-533.4pp |
| Employer contribution / active EE | $5,422 | $7,024-22.8% | $6,427-15.6% | $4,663+16.3% |
| Participant deferral / active EE | $9,595 | $9,808-2.2% | $9,133+5.1% | $6,689+43.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |