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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,480 | $213,785-52.5% | $185,441-45.3% | $155,188-34.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.56% | 19.97%-3.4pp | 20.16%-3.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $8,991 | $5,393+66.7% | $4,672+92.4% | $4,248+111.7% |
| Participant deferral / active EE | $7,715 | $6,864+12.4% | $6,152+25.4% | $6,531+18.1% |
| Admin fee / account holder | $118 | $21,134-99.4% | $17,890-99.3% | $14,480-99.2% |