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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,994 | $201,370-30.0% | $184,256-23.5% | $145,897-3.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.72% | 29.05%-3.3pp | 28.85%-3.1pp | 552.29%-526.6pp |
| Employer contribution / active EE | $2,833 | $7,024-59.7% | $6,427-55.9% | $4,663-39.2% |
| Participant deferral / active EE | $7,406 | $9,808-24.5% | $9,133-18.9% | $6,689+10.7% |
| Admin fee / account holder | $13 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |