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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,010 | $86,050+4.6% | $189,758-52.6% | $94,015-4.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 17.37% | 17.77%-0.4pp | 52.62%-35.2pp | 17.84%-0.5pp |
| Employer contribution / active EE | $5,972 | $2,819+111.8% | $4,767+25.3% | $2,790+114.0% |
| Participant deferral / active EE | $5,462 | $3,349+63.1% | $5,856-6.7% | $4,249+28.5% |
| Admin fee / account holder | $211 | $6,627-96.8% | $20,388-99.0% | $8,951-97.6% |