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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,605 | $199,109-55.0% | $173,730-48.4% | $154,746-42.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.07% | 20.02%-2.9pp | 19.96%-2.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $14,388 | $5,311+170.9% | $4,577+214.3% | $4,379+228.6% |
| Participant deferral / active EE | $9,699 | $7,113+36.4% | $6,326+53.3% | $6,730+44.1% |
| Admin fee / account holder | $1 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |