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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,357 | $181,896-35.5% | $156,551-25.0% | $273,972-57.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.57% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $24,908 | $6,248+298.7% | $5,501+352.8% | $4,869+411.6% |
| Participant deferral / active EE | $14,000 | $5,550+152.3% | $4,871+187.4% | $5,287+164.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |