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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,881 | $275,752-45.3% | $256,809-41.2% | $198,609-24.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 30.43% | 34.81%-4.4pp | 32.73%-2.3pp | 202.70%-172.3pp |
| Employer contribution / active EE | $7,037 | $7,721-8.9% | $7,263-3.1% | $5,055+39.2% |
| Participant deferral / active EE | $18,243 | $10,037+81.8% | $9,520+91.6% | $6,977+161.5% |
| Admin fee / account holder | $223 | $25,716-99.1% | $25,146-99.1% | $19,030-98.8% |