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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,333 | $90,504+39.6% | $78,690+60.5% | $273,965-53.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.10% | 75.61%-69.5pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $8,971 | $3,176+182.5% | $2,851+214.7% | $4,869+84.3% |
| Participant deferral / active EE | $6,673 | $3,901+71.0% | $3,517+89.7% | $5,287+26.2% |
| Admin fee / account holder | $165 | $5,263-96.9% | $4,511-96.3% | $10,132-98.4% |