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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,701 | $201,264-40.5% | $184,185-35.0% | $145,978-18.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.17% | 29.00%-1.8pp | 28.81%-1.6pp | 550.52%-523.3pp |
| Employer contribution / active EE | $6,000 | $7,021-14.5% | $6,426-6.6% | $4,662+28.7% |
| Participant deferral / active EE | $6,000 | $9,806-38.8% | $9,132-34.3% | $6,690-10.3% |
| Admin fee / account holder | $72 | $16,376-99.6% | $13,909-99.5% | $13,400-99.5% |