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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,710 | $201,370-51.5% | $184,256-47.0% | $145,897-33.0% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.4pp |
| Annual return | 15.30% | 29.05%-13.8pp | 28.85%-13.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $4,753 | $7,024-32.3% | $6,427-26.0% | $4,663+1.9% |
| Participant deferral / active EE | $14,659 | $9,808+49.5% | $9,133+60.5% | $6,689+119.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |