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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,568 | $201,264-41.1% | $184,185-35.6% | $145,978-18.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.71% | 29.00%-17.3pp | 28.81%-17.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $3,213 | $7,021-54.2% | $6,426-50.0% | $4,662-31.1% |
| Participant deferral / active EE | $7,066 | $9,806-27.9% | $9,132-22.6% | $6,690+5.6% |
| Admin fee / account holder | $35 | $16,376-99.8% | $13,909-99.7% | $13,400-99.7% |