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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,481 | $201,264-36.7% | $184,185-30.8% | $145,978-12.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.65% | 29.00%-13.4pp | 28.81%-13.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $3,322 | $7,021-52.7% | $6,426-48.3% | $4,662-28.7% |
| Participant deferral / active EE | $6,400 | $9,806-34.7% | $9,132-29.9% | $6,690-4.3% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |