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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,607 | $201,264-1.3% | $184,185+7.8% | $145,978+36.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.23% | 29.00%-12.8pp | 28.81%-12.6pp | 550.52%-534.3pp |
| Employer contribution / active EE | $66,816 | $7,021+851.7% | $6,426+939.8% | $4,662+1333.3% |
| Participant deferral / active EE | $23,413 | $9,806+138.8% | $9,132+156.4% | $6,690+250.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |