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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,106 | $201,264-45.3% | $184,185-40.2% | $145,978-24.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.83% | 29.00%+5.8pp | 28.81%+6.0pp | 550.52%-515.7pp |
| Employer contribution / active EE | $9,902 | $7,021+41.0% | $6,426+54.1% | $4,662+112.4% |
| Participant deferral / active EE | $9,773 | $9,806-0.3% | $9,132+7.0% | $6,690+46.1% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |