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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,892 | $135,956-33.1% | $123,894-26.6% | $273,972-66.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.76% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $10,186 | $5,170+97.0% | $4,617+120.6% | $4,869+109.2% |
| Participant deferral / active EE | $9,477 | $6,343+49.4% | $5,984+58.4% | $5,287+79.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |