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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,507 | $184,014-36.1% | $161,149-27.1% | $138,895-15.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 22.92% | 21.52%+1.4pp | 21.16%+1.8pp | 145.39%-122.5pp |
| Employer contribution / active EE | $7,984 | $5,055+57.9% | $4,360+83.1% | $4,194+90.3% |
| Participant deferral / active EE | $16,282 | $6,909+135.7% | $6,153+164.6% | $6,396+154.6% |
| Admin fee / account holder | $13 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |