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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,684 | $201,344-12.7% | $184,243-4.6% | $145,877+20.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.67% | 29.01%-14.3pp | 28.82%-14.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $44,434 | $7,022+532.7% | $6,427+591.4% | $4,663+852.9% |
| Participant deferral / active EE | $17,231 | $9,807+75.7% | $9,132+88.7% | $6,691+157.5% |
| Admin fee / account holder | $205 | $16,382-98.7% | $13,914-98.5% | $13,402-98.5% |