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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,085 | $113,941-13.0% | $94,229+5.2% | $125,389-21.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 9.31% | 5.29%+4.0pp | 10.68%-1.4pp | 282.24%-272.9pp |
| Employer contribution / active EE | $16,350 | $4,727+245.9% | $3,587+355.8% | $4,866+236.0% |
| Participant deferral / active EE | $6,800 | $5,179+31.3% | $4,320+57.4% | $5,352+27.1% |
| Admin fee / account holder | $14 | $8,392-99.8% | $6,269-99.8% | $9,541-99.9% |