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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,953 | $181,896-40.1% | $156,551-30.4% | $273,972-60.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.90% | 30.74%-19.8pp | 32.23%-21.3pp | 41.46%-30.6pp |
| Employer contribution / active EE | $13,333 | $6,248+113.4% | $5,501+142.4% | $4,869+173.9% |
| Participant deferral / active EE | $6,604 | $5,550+19.0% | $4,871+35.6% | $5,287+24.9% |
| Admin fee / account holder | $16 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |