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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,190 | $201,370-46.3% | $184,256-41.3% | $145,897-25.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.88% | 29.05%-2.2pp | 28.85%-2.0pp | 552.29%-525.4pp |
| Employer contribution / active EE | $55,828 | $7,024+694.8% | $6,427+768.6% | $4,663+1097.4% |
| Participant deferral / active EE | $38,195 | $9,808+289.4% | $9,133+318.2% | $6,689+471.0% |
| Admin fee / account holder | $136 | $16,364-99.2% | $13,899-99.0% | $13,390-99.0% |