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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,781 | $201,372-6.3% | $184,260+2.5% | $145,884+29.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.70% | 29.04%-9.3pp | 28.84%-9.1pp | 551.85%-532.1pp |
| Employer contribution / active EE | $4,102 | $7,024-41.6% | $6,427-36.2% | $4,662-12.0% |
| Participant deferral / active EE | $12,894 | $9,808+31.5% | $9,133+41.2% | $6,690+92.7% |
| Admin fee / account holder | $90 | $16,362-99.4% | $13,898-99.4% | $13,392-99.3% |