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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,560 | $201,264-47.6% | $184,185-42.7% | $145,978-27.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.28% | 29.00%-8.7pp | 28.81%-8.5pp | 550.52%-530.2pp |
| Employer contribution / active EE | $13,327 | $7,021+89.8% | $6,426+107.4% | $4,662+185.9% |
| Participant deferral / active EE | $28,014 | $9,806+185.7% | $9,132+206.8% | $6,690+318.8% |
| Admin fee / account holder | $197 | $16,376-98.8% | $13,909-98.6% | $13,400-98.5% |