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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,858 | $201,344-51.9% | $184,243-47.4% | $145,877-33.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.05% | 29.01%-3.0pp | 28.82%-2.8pp | 551.28%-525.2pp |
| Employer contribution / active EE | $7,249 | $7,022+3.2% | $6,427+12.8% | $4,663+55.5% |
| Participant deferral / active EE | $16,789 | $9,807+71.2% | $9,132+83.8% | $6,691+150.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |