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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,284 | $201,372-37.3% | $184,260-31.5% | $145,884-13.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.06% | 29.04%-16.0pp | 28.84%-15.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $11,335 | $7,024+61.4% | $6,427+76.4% | $4,662+143.1% |
| Participant deferral / active EE | $11,782 | $9,808+20.1% | $9,133+29.0% | $6,690+76.1% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |