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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,408 | $103,164-21.1% | $90,259-9.8% | $154,746-47.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 18.10% | 19.25%-1.2pp | 18.88%-0.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $14,208 | $2,532+461.2% | $2,291+520.1% | $4,379+224.5% |
| Participant deferral / active EE | $10,649 | $4,422+140.8% | $3,827+178.3% | $6,730+58.2% |
| Admin fee / account holder | $86 | $8,593-99.0% | $7,267-98.8% | $14,365-99.4% |