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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,238 | $201,372-36.3% | $184,260-30.4% | $145,884-12.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.66% | 29.04%-12.4pp | 28.84%-12.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $9,372 | $7,024+33.4% | $6,427+45.8% | $4,662+101.0% |
| Participant deferral / active EE | $18,511 | $9,808+88.7% | $9,133+102.7% | $6,690+176.7% |
| Admin fee / account holder | $27 | $16,362-99.8% | $13,898-99.8% | $13,392-99.8% |