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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,308 | $201,370-5.5% | $184,256+3.3% | $145,897+30.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.11% | 29.05%-6.9pp | 28.85%-6.7pp | 552.29%-530.2pp |
| Employer contribution / active EE | $4,975 | $7,024-29.2% | $6,427-22.6% | $4,663+6.7% |
| Participant deferral / active EE | $11,194 | $9,808+14.1% | $9,133+22.6% | $6,689+67.3% |
| Admin fee / account holder | $8 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |