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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,659 | $201,344-17.7% | $184,243-10.1% | $145,877+13.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.39% | 29.01%-11.6pp | 28.82%-11.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $23,755 | $7,022+238.3% | $6,427+269.6% | $4,663+409.4% |
| Participant deferral / active EE | $13,324 | $9,807+35.9% | $9,132+45.9% | $6,691+99.2% |
| Admin fee / account holder | $212 | $16,382-98.7% | $13,914-98.5% | $13,402-98.4% |