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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,676 | $201,344-10.8% | $184,243-2.5% | $145,877+23.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.36% | 29.01%-17.6pp | 28.82%-17.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $10,563 | $7,022+50.4% | $6,427+64.3% | $4,663+126.5% |
| Participant deferral / active EE | $15,424 | $9,807+57.3% | $9,132+68.9% | $6,691+130.5% |
| Admin fee / account holder | $1 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |