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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,052 | $197,625-10.4% | $177,840-0.4% | $158,966+11.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 12.64% | 58.76%-46.1pp | 48.32%-35.7pp | 302.95%-290.3pp |
| Employer contribution / active EE | $15,786 | $6,698+135.7% | $5,919+166.7% | $4,762+231.5% |
| Participant deferral / active EE | $9,736 | $8,405+15.8% | $7,714+26.2% | $5,983+62.7% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |