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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,902 | $201,370-9.7% | $184,256-1.3% | $145,897+24.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.66% | 29.05%-19.4pp | 28.85%-19.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $5,694 | $7,024-18.9% | $6,427-11.4% | $4,663+22.1% |
| Participant deferral / active EE | $15,333 | $9,808+56.3% | $9,133+67.9% | $6,689+129.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |