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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,686 | $201,372-38.6% | $184,260-32.9% | $145,884-15.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.70% | 29.04%-9.3pp | 28.84%-9.1pp | 551.85%-532.1pp |
| Employer contribution / active EE | $7,037 | $7,024+0.2% | $6,427+9.5% | $4,662+50.9% |
| Participant deferral / active EE | $16,392 | $9,808+67.1% | $9,133+79.5% | $6,690+145.0% |
| Admin fee / account holder | $70 | $16,362-99.6% | $13,898-99.5% | $13,392-99.5% |