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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,347 | $153,769-23.0% | $133,975-11.7% | $273,972-56.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $20,397 | $6,029+238.3% | $5,211+291.4% | $4,869+318.9% |
| Participant deferral / active EE | $14,519 | $6,958+108.7% | $6,282+131.1% | $5,287+174.6% |
| Admin fee / account holder | $18 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |