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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,042 | $147,594-28.2% | $121,871-13.0% | $198,609-46.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 19.92% | 12.94%+7.0pp | 13.57%+6.4pp | 202.70%-182.8pp |
| Employer contribution / active EE | $14,503 | $3,007+382.3% | $2,731+431.0% | $5,055+186.9% |
| Participant deferral / active EE | $12,590 | $5,168+143.6% | $4,318+191.5% | $6,977+80.5% |
| Admin fee / account holder | $97 | $15,134-99.4% | $11,551-99.2% | $19,030-99.5% |