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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,993 | $161,352-34.9% | $134,172-21.7% | $137,256-23.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 25.28% | 28.72%-3.4pp | 25.30%0pp | 220.34%-195.1pp |
| Employer contribution / active EE | $8,327 | $4,099+103.2% | $3,420+143.5% | $4,156+100.4% |
| Participant deferral / active EE | $12,722 | $5,552+129.1% | $4,690+171.2% | $6,407+98.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |