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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,183 | $199,109-24.1% | $173,730-13.0% | $154,746-2.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 10.24% | 20.02%-9.8pp | 19.96%-9.7pp | 172.34%-162.1pp |
| Employer contribution / active EE | $15,000 | $5,311+182.4% | $4,577+227.7% | $4,379+242.5% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |