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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,767 | $201,264-33.5% | $184,185-27.4% | $145,978-8.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.42% | 29.00%-10.6pp | 28.81%-10.4pp | 550.52%-532.1pp |
| Employer contribution / active EE | $6,355 | $7,021-9.5% | $6,426-1.1% | $4,662+36.3% |
| Participant deferral / active EE | $9,318 | $9,806-5.0% | $9,132+2.0% | $6,690+39.3% |
| Admin fee / account holder | $103 | $16,376-99.4% | $13,909-99.3% | $13,400-99.2% |