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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,778 | $275,752-13.4% | $256,809-7.0% | $198,609+20.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 8.33% | 34.81%-26.5pp | 32.73%-24.4pp | 202.70%-194.4pp |
| Employer contribution / active EE | $9,147 | $7,721+18.5% | $7,263+25.9% | $5,055+80.9% |
| Participant deferral / active EE | $8,354 | $10,037-16.8% | $9,520-12.3% | $6,977+19.7% |
| Admin fee / account holder | $16 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |