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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,170 | $138,385-3.8% | $184,243-27.7% | $80,925+64.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 21.11% | 20.02%+1.1pp | 28.82%-7.7pp | 35.65%-14.5pp |
| Employer contribution / active EE | $15,949 | $4,851+228.8% | $6,427+148.2% | $2,756+478.6% |
| Participant deferral / active EE | $22,436 | $7,075+217.1% | $9,132+145.7% | $4,299+421.9% |
| Admin fee / account holder | $95 | $10,489-99.1% | $13,914-99.3% | $6,940-98.6% |