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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,010 | $201,259-62.2% | $184,200-58.7% | $145,959-47.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.17% | 28.98%-0.8pp | 28.80%-0.6pp | 561.95%-533.8pp |
| Employer contribution / active EE | $5,580 | $7,018-20.5% | $6,424-13.1% | $4,661+19.7% |
| Participant deferral / active EE | $11,745 | $9,806+19.8% | $9,132+28.6% | $6,689+75.6% |
| Admin fee / account holder | $293 | $16,372-98.2% | $13,907-97.9% | $13,398-97.8% |