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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,152 | $153,769-44.6% | $133,975-36.4% | $273,972-68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 20.24% | 36.51%-16.3pp | 29.29%-9.1pp | 41.46%-21.2pp |
| Employer contribution / active EE | $19,286 | $6,029+219.9% | $5,211+270.1% | $4,869+296.1% |
| Participant deferral / active EE | $15,713 | $6,958+125.8% | $6,282+150.1% | $5,287+197.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |