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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,605 | $184,014-51.3% | $161,149-44.4% | $138,895-35.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.07% | 21.52%-4.4pp | 21.16%-4.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $14,388 | $5,055+184.6% | $4,360+230.0% | $4,194+243.0% |
| Participant deferral / active EE | $9,699 | $6,909+40.4% | $6,153+57.6% | $6,396+51.6% |
| Admin fee / account holder | $1 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |