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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,707 | $197,625-10.1% | $177,840-0.1% | $158,966+11.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.29% | 58.76%-25.5pp | 48.32%-15.0pp | 302.95%-269.7pp |
| Employer contribution / active EE | $16,059 | $6,698+139.8% | $5,919+171.3% | $4,762+237.2% |
| Participant deferral / active EE | $8,200 | $8,405-2.4% | $7,714+6.3% | $5,983+37.1% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |