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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,999 | $201,264-56.8% | $184,185-52.8% | $145,978-40.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.70% | 29.00%-1.3pp | 28.81%-1.1pp | 550.52%-522.8pp |
| Employer contribution / active EE | $12,947 | $7,021+84.4% | $6,426+101.5% | $4,662+177.7% |
| Participant deferral / active EE | $8,951 | $9,806-8.7% | $9,132-2.0% | $6,690+33.8% |
| Admin fee / account holder | $153 | $16,376-99.1% | $13,909-98.9% | $13,400-98.9% |