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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,584 | $201,370-1.9% | $184,256+7.2% | $145,897+35.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.75% | 29.05%-19.3pp | 28.85%-19.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $5,871 | $7,024-16.4% | $6,427-8.7% | $4,663+25.9% |
| Participant deferral / active EE | $25,475 | $9,808+159.7% | $9,133+178.9% | $6,689+280.8% |
| Admin fee / account holder | $100 | $16,364-99.4% | $13,899-99.3% | $13,390-99.3% |