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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,434 | $153,311+21.6% | $109,313+70.6% | $273,972-32.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.25% | 29.86%-20.6pp | 22.07%-12.8pp | 41.46%-32.2pp |
| Employer contribution / active EE | $21,212 | $5,619+277.5% | $3,892+445.0% | $4,869+335.7% |
| Participant deferral / active EE | $8,089 | $3,932+105.7% | $3,166+155.5% | $5,287+53.0% |
| Admin fee / account holder | $7 | $8,076-99.9% | $5,666-99.9% | $10,133-99.9% |