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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,485 | $90,504+12.1% | $78,690+29.0% | $273,965-63.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.75% | 75.61%-66.9pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $8,446 | $3,176+166.0% | $2,851+196.3% | $4,869+73.5% |
| Participant deferral / active EE | $9,454 | $3,901+142.3% | $3,517+168.8% | $5,287+78.8% |
| Admin fee / account holder | $240 | $5,263-95.4% | $4,511-94.7% | $10,132-97.6% |