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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,845 | $201,344-56.9% | $184,243-52.9% | $145,877-40.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.13% | 29.01%-0.9pp | 28.82%-0.7pp | 551.28%-523.1pp |
| Employer contribution / active EE | $11,610 | $7,022+65.3% | $6,427+80.7% | $4,663+149.0% |
| Participant deferral / active EE | $16,259 | $9,807+65.8% | $9,132+78.0% | $6,691+143.0% |
| Admin fee / account holder | $14 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |