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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,291 | $201,264-24.3% | $184,185-17.3% | $145,978+4.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.03% | 29.00%-12.0pp | 28.81%-11.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $9,000 | $7,021+28.2% | $6,426+40.1% | $4,662+93.1% |
| Participant deferral / active EE | $7,300 | $9,806-25.6% | $9,132-20.1% | $6,690+9.1% |
| Admin fee / account holder | $25 | $16,376-99.8% | $13,909-99.8% | $13,400-99.8% |