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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,574 | $201,370-14.3% | $184,256-6.3% | $145,897+18.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.52% | 29.05%-8.5pp | 28.85%-8.3pp | 552.29%-531.8pp |
| Employer contribution / active EE | $1,527 | $7,024-78.3% | $6,427-76.2% | $4,663-67.2% |
| Participant deferral / active EE | $8,754 | $9,808-10.7% | $9,133-4.2% | $6,689+30.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |