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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,760 | $201,264-53.4% | $184,185-49.1% | $145,978-35.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.23% | 29.00%-9.8pp | 28.81%-9.6pp | 550.52%-531.3pp |
| Employer contribution / active EE | $3,805 | $7,021-45.8% | $6,426-40.8% | $4,662-18.4% |
| Participant deferral / active EE | $11,065 | $9,806+12.8% | $9,132+21.2% | $6,690+65.4% |
| Admin fee / account holder | $94 | $16,376-99.4% | $13,909-99.3% | $13,400-99.3% |