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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,046 | $135,956-11.0% | $123,894-2.3% | $273,972-55.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.18% | 56.63%-47.5pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $12,358 | $5,170+139.1% | $4,617+167.7% | $4,869+153.8% |
| Participant deferral / active EE | $12,220 | $6,343+92.7% | $5,984+104.2% | $5,287+131.1% |
| Admin fee / account holder | $26 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |