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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,814 | $135,905-10.4% | $126,068-3.4% | $198,609-38.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 29.49% | 14.07%+15.4pp | 15.01%+14.5pp | 202.70%-173.2pp |
| Employer contribution / active EE | $10,344 | $4,245+143.7% | $3,968+160.7% | $5,055+104.6% |
| Participant deferral / active EE | $17,185 | $8,523+101.6% | $8,214+109.2% | $6,977+146.3% |
| Admin fee / account holder | $127 | $21,036-99.4% | $18,264-99.3% | $19,030-99.3% |