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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,568 | $201,344-41.1% | $184,243-35.6% | $145,877-18.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.71% | 29.01%-17.3pp | 28.82%-17.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,213 | $7,022-54.2% | $6,427-50.0% | $4,663-31.1% |
| Participant deferral / active EE | $7,066 | $9,807-27.9% | $9,132-22.6% | $6,691+5.6% |
| Admin fee / account holder | $35 | $16,382-99.8% | $13,914-99.7% | $13,402-99.7% |