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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,767 | $201,372-33.6% | $184,260-27.4% | $145,884-8.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.42% | 29.04%-10.6pp | 28.84%-10.4pp | 551.85%-533.4pp |
| Employer contribution / active EE | $6,355 | $7,024-9.5% | $6,427-1.1% | $4,662+36.3% |
| Participant deferral / active EE | $9,318 | $9,808-5.0% | $9,133+2.0% | $6,690+39.3% |
| Admin fee / account holder | $103 | $16,362-99.4% | $13,898-99.3% | $13,392-99.2% |