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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,359 | $135,956-12.2% | $123,894-3.7% | $273,972-56.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.16% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $8,150 | $5,170+57.7% | $4,617+76.5% | $4,869+67.4% |
| Participant deferral / active EE | $10,250 | $6,343+61.6% | $5,984+71.3% | $5,287+93.9% |
| Admin fee / account holder | $9 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |