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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,248 | $201,344-19.4% | $184,243-11.9% | $145,877+11.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.92% | 29.01%-0.1pp | 28.82%+0.1pp | 551.28%-522.4pp |
| Employer contribution / active EE | $7,237 | $7,022+3.1% | $6,427+12.6% | $4,663+55.2% |
| Participant deferral / active EE | $3,388 | $9,807-65.5% | $9,132-62.9% | $6,691-49.4% |
| Admin fee / account holder | $33 | $16,382-99.8% | $13,914-99.8% | $13,402-99.8% |