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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,378 | $201,370-51.6% | $184,256-47.2% | $145,897-33.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.11% | 29.05%-7.9pp | 28.85%-7.7pp | 552.29%-531.2pp |
| Employer contribution / active EE | $10,328 | $7,024+47.0% | $6,427+60.7% | $4,663+121.5% |
| Participant deferral / active EE | $7,156 | $9,808-27.0% | $9,133-21.6% | $6,689+7.0% |
| Admin fee / account holder | $7 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |