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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,055 | $201,264-42.8% | $184,185-37.5% | $145,978-21.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 32.86% | 29.00%+3.9pp | 28.81%+4.0pp | 550.52%-517.7pp |
| Employer contribution / active EE | $12,466 | $7,021+77.6% | $6,426+94.0% | $4,662+167.4% |
| Participant deferral / active EE | $10,449 | $9,806+6.6% | $9,132+14.4% | $6,690+56.2% |
| Admin fee / account holder | $14 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |