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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,659 | $201,264-17.7% | $184,185-10.1% | $145,978+13.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.39% | 29.00%-11.6pp | 28.81%-11.4pp | 550.52%-533.1pp |
| Employer contribution / active EE | $23,755 | $7,021+238.4% | $6,426+269.7% | $4,662+409.6% |
| Participant deferral / active EE | $13,324 | $9,806+35.9% | $9,132+45.9% | $6,690+99.2% |
| Admin fee / account holder | $212 | $16,376-98.7% | $13,909-98.5% | $13,400-98.4% |