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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,194 | $201,372-41.3% | $184,260-35.9% | $145,884-19.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.33% | 29.04%+0.3pp | 28.84%+0.5pp | 551.85%-522.5pp |
| Employer contribution / active EE | $1,960 | $7,024-72.1% | $6,427-69.5% | $4,662-58.0% |
| Participant deferral / active EE | $23,000 | $9,808+134.5% | $9,133+151.8% | $6,690+243.8% |
| Admin fee / account holder | $24 | $16,362-99.9% | $13,898-99.8% | $13,392-99.8% |