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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,812 | $201,264-24.1% | $184,185-17.0% | $145,978+4.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.92% | 29.00%-11.1pp | 28.81%-10.9pp | 550.52%-532.6pp |
| Employer contribution / active EE | $11,539 | $7,021+64.4% | $6,426+79.6% | $4,662+147.5% |
| Participant deferral / active EE | $20,497 | $9,806+109.0% | $9,132+124.4% | $6,690+206.4% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |