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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,404 | $201,264-12.4% | $184,185-4.2% | $145,978+20.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.91% | 29.00%-10.1pp | 28.81%-9.9pp | 550.52%-531.6pp |
| Employer contribution / active EE | $6,230 | $7,021-11.3% | $6,426-3.0% | $4,662+33.6% |
| Participant deferral / active EE | $8,295 | $9,806-15.4% | $9,132-9.2% | $6,690+24.0% |
| Admin fee / account holder | $176 | $16,376-98.9% | $13,909-98.7% | $13,400-98.7% |