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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,889 | $201,264-27.0% | $184,185-20.2% | $145,978+0.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.75% | 29.00%-5.3pp | 28.81%-5.1pp | 550.52%-526.8pp |
| Employer contribution / active EE | $33,344 | $7,021+374.9% | $6,426+418.9% | $4,662+615.3% |
| Participant deferral / active EE | $20,040 | $9,806+104.4% | $9,132+119.4% | $6,690+199.6% |
| Admin fee / account holder | $153 | $16,376-99.1% | $13,909-98.9% | $13,400-98.9% |