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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,333 | $106,749-8.8% | $145,433-33.1% | $82,448+18.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.13% | 27.59%-4.5pp | 66.58%-43.4pp | 41.64%-18.5pp |
| Employer contribution / active EE | $5,189 | $3,444+50.6% | $4,554+13.9% | $2,551+103.4% |
| Participant deferral / active EE | $13,716 | $6,519+110.4% | $7,897+73.7% | $4,139+231.4% |
| Admin fee / account holder | $169 | $8,390-98.0% | $13,129-98.7% | $7,234-97.7% |