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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,115 | $135,956-14.6% | $123,894-6.3% | $273,972-57.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.33% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $11,694 | $5,170+126.2% | $4,617+153.3% | $4,869+140.2% |
| Participant deferral / active EE | $8,400 | $6,343+32.4% | $5,984+40.4% | $5,287+58.9% |
| Admin fee / account holder | $119 | $9,817-98.8% | $8,357-98.6% | $10,133-98.8% |