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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,206 | $90,486+4.1% | $78,676+19.7% | $273,972-65.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.05% | 75.62%-65.6pp | 62.19%-52.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $6,124 | $3,175+92.9% | $2,850+114.9% | $4,869+25.8% |
| Participant deferral / active EE | $6,790 | $3,901+74.0% | $3,517+93.1% | $5,287+28.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |