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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,181 | $201,344-34.4% | $184,243-28.3% | $145,877-9.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.05% | 29.01%-18.0pp | 28.82%-17.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $7,200 | $7,022+2.5% | $6,427+12.0% | $4,663+54.4% |
| Participant deferral / active EE | $10,163 | $9,807+3.6% | $9,132+11.3% | $6,691+51.9% |
| Admin fee / account holder | $120 | $16,382-99.3% | $13,914-99.1% | $13,402-99.1% |