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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,777 | $201,264-33.5% | $184,185-27.4% | $145,978-8.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.37% | 29.00%+5.4pp | 28.81%+5.6pp | 550.52%-516.1pp |
| Employer contribution / active EE | $3,161 | $7,021-55.0% | $6,426-50.8% | $4,662-32.2% |
| Participant deferral / active EE | $16,500 | $9,806+68.3% | $9,132+80.7% | $6,690+146.7% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |