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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,425 | $228,395-21.9% | $185,861-4.0% | $158,982+12.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.51% | 40.82%-32.3pp | 35.96%-27.4pp | 302.99%-294.5pp |
| Employer contribution / active EE | $22,138 | $4,968+345.6% | $4,088+441.5% | $4,763+364.8% |
| Participant deferral / active EE | $13,000 | $6,417+102.6% | $5,634+130.7% | $5,983+117.3% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |