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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,600 | $135,956-33.4% | $123,894-26.9% | $273,972-66.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.63% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $16,199 | $5,170+213.4% | $4,617+250.9% | $4,869+232.7% |
| Participant deferral / active EE | $7,054 | $6,343+11.2% | $5,984+17.9% | $5,287+33.4% |
| Admin fee / account holder | -$930 | $9,817-109.5% | $8,357-111.1% | $10,133-109.2% |