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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,085 | $90,486+17.2% | $78,676+34.8% | $273,972-61.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.45% | 75.62%-65.2pp | 62.19%-51.7pp | 41.46%-31.0pp |
| Employer contribution / active EE | $11,046 | $3,175+247.9% | $2,850+287.6% | $4,869+126.9% |
| Participant deferral / active EE | $2,393 | $3,901-38.7% | $3,517-32.0% | $5,287-54.7% |
| Admin fee / account holder | $29 | $5,263-99.5% | $4,510-99.4% | $10,133-99.7% |