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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,775 | $201,372-35.6% | $184,260-29.6% | $145,884-11.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.32% | 29.04%+2.3pp | 28.84%+2.5pp | 551.85%-520.5pp |
| Employer contribution / active EE | $6,304 | $7,024-10.2% | $6,427-1.9% | $4,662+35.2% |
| Participant deferral / active EE | $15,205 | $9,808+55.0% | $9,133+66.5% | $6,690+127.3% |
| Admin fee / account holder | $23 | $16,362-99.9% | $13,898-99.8% | $13,392-99.8% |