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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,444 | $213,785-68.9% | $185,441-64.2% | $155,188-57.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.26% | 19.97%-0.7pp | 20.16%-0.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $5,732 | $5,393+6.3% | $4,672+22.7% | $4,248+34.9% |
| Participant deferral / active EE | $13,835 | $6,864+101.6% | $6,152+124.9% | $6,531+111.8% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |