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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,179 | $201,344-51.7% | $184,243-47.3% | $145,877-33.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 27.02% | 29.01%-2.0pp | 28.82%-1.8pp | 551.28%-524.3pp |
| Employer contribution / active EE | $3,869 | $7,022-44.9% | $6,427-39.8% | $4,663-17.0% |
| Participant deferral / active EE | $14,858 | $9,807+51.5% | $9,132+62.7% | $6,691+122.1% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |