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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,266 | $106,749-13.6% | $145,433-36.6% | $82,448+11.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.87% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $7,316 | $3,444+112.4% | $4,554+60.6% | $2,551+186.8% |
| Participant deferral / active EE | $13,663 | $6,519+109.6% | $7,897+73.0% | $4,139+230.1% |
| Admin fee / account holder | $10 | $8,390-99.9% | $13,129-99.9% | $7,234-99.9% |