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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,194 | $201,259-41.3% | $184,200-35.8% | $145,959-19.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.33% | 28.98%+0.3pp | 28.80%+0.5pp | 561.95%-532.6pp |
| Employer contribution / active EE | $1,960 | $7,018-72.1% | $6,424-69.5% | $4,661-57.9% |
| Participant deferral / active EE | $23,000 | $9,806+134.5% | $9,132+151.9% | $6,689+243.9% |
| Admin fee / account holder | $24 | $16,372-99.9% | $13,907-99.8% | $13,398-99.8% |