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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,473 | $201,264-68.0% | $184,185-65.0% | $145,978-55.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.24% | 29.00%-17.8pp | 28.81%-17.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $6,254 | $7,021-10.9% | $6,426-2.7% | $4,662+34.2% |
| Participant deferral / active EE | $8,363 | $9,806-14.7% | $9,132-8.4% | $6,690+25.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |