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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,378 | $201,344-51.6% | $184,243-47.1% | $145,877-33.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.11% | 29.01%-7.9pp | 28.82%-7.7pp | 551.28%-530.2pp |
| Employer contribution / active EE | $10,328 | $7,022+47.1% | $6,427+60.7% | $4,663+121.5% |
| Participant deferral / active EE | $7,156 | $9,807-27.0% | $9,132-21.6% | $6,691+7.0% |
| Admin fee / account holder | $7 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |