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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,432 | $201,372-45.7% | $184,260-40.6% | $145,884-25.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.01% | 29.04%-17.0pp | 28.84%-16.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $6,024 | $7,024-14.2% | $6,427-6.3% | $4,662+29.2% |
| Participant deferral / active EE | $16,205 | $9,808+65.2% | $9,133+77.4% | $6,690+142.2% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |