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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,240 | $275,752-49.1% | $256,809-45.4% | $198,609-29.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.27% | 34.81%-17.5pp | 32.73%-15.5pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,889 | $7,721-49.6% | $7,263-46.5% | $5,055-23.1% |
| Participant deferral / active EE | $12,776 | $10,037+27.3% | $9,520+34.2% | $6,977+83.1% |
| Admin fee / account holder | $270 | $25,716-98.9% | $25,146-98.9% | $19,030-98.6% |