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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,138 | $201,344-36.9% | $184,243-31.0% | $145,877-12.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.19% | 29.01%-8.8pp | 28.82%-8.6pp | 551.28%-531.1pp |
| Employer contribution / active EE | $9,892 | $7,022+40.9% | $6,427+53.9% | $4,663+112.1% |
| Participant deferral / active EE | $10,000 | $9,807+2.0% | $9,132+9.5% | $6,691+49.5% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |