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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,014 | $90,486+17.2% | $78,676+34.7% | $273,972-61.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.47% | 75.62%-67.2pp | 62.19%-53.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $5,503 | $3,175+73.3% | $2,850+93.1% | $4,869+13.0% |
| Participant deferral / active EE | $7,238 | $3,901+85.5% | $3,517+105.8% | $5,287+36.9% |
| Admin fee / account holder | $4 | $5,263-99.9% | $4,510-99.9% | $10,133-100.0% |