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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,568 | $201,370-41.1% | $184,256-35.7% | $145,897-18.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.71% | 29.05%-17.3pp | 28.85%-17.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $3,213 | $7,024-54.3% | $6,427-50.0% | $4,663-31.1% |
| Participant deferral / active EE | $7,066 | $9,808-28.0% | $9,133-22.6% | $6,689+5.6% |
| Admin fee / account holder | $35 | $16,364-99.8% | $13,899-99.7% | $13,390-99.7% |