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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,137 | $201,370-26.4% | $184,256-19.6% | $145,897+1.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.70% | 29.05%-10.3pp | 28.85%-10.1pp | 552.29%-533.6pp |
| Employer contribution / active EE | $5,132 | $7,024-26.9% | $6,427-20.2% | $4,663+10.1% |
| Participant deferral / active EE | $15,501 | $9,808+58.0% | $9,133+69.7% | $6,689+131.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |