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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,524 | $171,272-41.9% | $127,803-22.1% | $152,909-34.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 21.57% | 23.54%-2.0pp | 26.14%-4.6pp | 345.46%-323.9pp |
| Employer contribution / active EE | $14,398 | $5,451+164.1% | $4,576+214.7% | $4,764+202.2% |
| Participant deferral / active EE | $11,880 | $7,043+68.7% | $6,023+97.2% | $5,851+103.0% |
| Admin fee / account holder | $9 | $14,540-99.9% | $9,399-99.9% | $11,601-99.9% |