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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,075 | $275,752-49.2% | $256,809-45.5% | $198,609-29.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 22.88% | 34.81%-11.9pp | 32.73%-9.8pp | 202.70%-179.8pp |
| Employer contribution / active EE | $12,852 | $7,721+66.5% | $7,263+77.0% | $5,055+154.2% |
| Participant deferral / active EE | $21,847 | $10,037+117.7% | $9,520+129.5% | $6,977+213.1% |
| Admin fee / account holder | $155 | $25,716-99.4% | $25,146-99.4% | $19,030-99.2% |