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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,064 | $201,372-12.6% | $184,260-4.4% | $145,884+20.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.28% | 29.04%-11.8pp | 28.84%-11.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $7,057 | $7,024+0.5% | $6,427+9.8% | $4,662+51.4% |
| Participant deferral / active EE | $18,049 | $9,808+84.0% | $9,133+97.6% | $6,690+169.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |