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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,511 | $135,956-15.8% | $123,894-7.6% | $273,972-58.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.33% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $14,427 | $5,170+179.1% | $4,617+212.5% | $4,869+196.3% |
| Participant deferral / active EE | $11,594 | $6,343+82.8% | $5,984+93.7% | $5,287+119.3% |
| Admin fee / account holder | $207 | $9,817-97.9% | $8,357-97.5% | $10,133-98.0% |