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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,507 | $213,785-45.0% | $185,441-36.6% | $155,188-24.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 22.92% | 19.97%+2.9pp | 20.16%+2.8pp | 148.84%-125.9pp |
| Employer contribution / active EE | $7,984 | $5,393+48.0% | $4,672+70.9% | $4,248+87.9% |
| Participant deferral / active EE | $16,282 | $6,864+137.2% | $6,152+164.7% | $6,531+149.3% |
| Admin fee / account holder | $13 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |