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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,220 | $201,372-8.5% | $184,2600% | $145,884+26.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.40% | 29.04%-2.6pp | 28.84%-2.4pp | 551.85%-525.4pp |
| Employer contribution / active EE | $3,988 | $7,024-43.2% | $6,427-38.0% | $4,662-14.5% |
| Participant deferral / active EE | $14,990 | $9,808+52.8% | $9,133+64.1% | $6,690+124.1% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |