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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,610 | $201,264-46.0% | $184,185-41.0% | $145,978-25.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.05% | 29.00%-9.0pp | 28.81%-8.8pp | 550.52%-530.5pp |
| Employer contribution / active EE | $3,257 | $7,021-53.6% | $6,426-49.3% | $4,662-30.1% |
| Participant deferral / active EE | $21,270 | $9,806+116.9% | $9,132+132.9% | $6,690+218.0% |
| Admin fee / account holder | $13 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |