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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,932 | $90,486+16.0% | $78,676+33.4% | $273,972-61.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.84% | 75.62%-65.8pp | 62.19%-52.3pp | 41.46%-31.6pp |
| Employer contribution / active EE | $3,054 | $3,175-3.8% | $2,850+7.2% | $4,869-37.3% |
| Participant deferral / active EE | $8,970 | $3,901+129.9% | $3,517+155.1% | $5,287+69.7% |
| Admin fee / account holder | $72 | $5,263-98.6% | $4,510-98.4% | $10,133-99.3% |