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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,179 | $135,956-22.6% | $123,894-15.1% | $273,972-61.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.18% | 56.63%-44.4pp | 47.52%-35.3pp | 41.46%-29.3pp |
| Employer contribution / active EE | $8,342 | $5,170+61.4% | $4,617+80.7% | $4,869+71.3% |
| Participant deferral / active EE | $12,138 | $6,343+91.4% | $5,984+102.8% | $5,287+129.6% |
| Admin fee / account holder | $297 | $9,817-97.0% | $8,357-96.5% | $10,133-97.1% |