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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,920 | $201,370-44.9% | $184,256-39.8% | $145,897-24.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.21% | 29.05%-16.8pp | 28.85%-16.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $5,974 | $7,024-15.0% | $6,427-7.1% | $4,663+28.1% |
| Participant deferral / active EE | $23,525 | $9,808+139.9% | $9,133+157.6% | $6,689+251.7% |
| Admin fee / account holder | $55 | $16,364-99.7% | $13,899-99.6% | $13,390-99.6% |