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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,554 | $201,344-35.2% | $184,243-29.1% | $145,877-10.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.54% | 29.01%-14.5pp | 28.82%-14.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $8,325 | $7,022+18.5% | $6,427+29.5% | $4,663+78.5% |
| Participant deferral / active EE | $18,251 | $9,807+86.1% | $9,132+99.8% | $6,691+172.8% |
| Admin fee / account holder | $87 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |