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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,271 | $201,370-52.7% | $184,256-48.3% | $145,897-34.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.73% | 29.05%+0.7pp | 28.85%+0.9pp | 552.29%-522.6pp |
| Employer contribution / active EE | $6,522 | $7,024-7.1% | $6,427+1.5% | $4,663+39.9% |
| Participant deferral / active EE | $12,519 | $9,808+27.6% | $9,133+37.1% | $6,689+87.2% |
| Admin fee / account holder | $26 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |