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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,047 | $135,956-13.9% | $123,894-5.5% | $273,970-57.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.69% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $14,378 | $5,170+178.1% | $4,617+211.4% | $4,869+195.3% |
| Participant deferral / active EE | $6,400 | $6,343+0.9% | $5,984+6.9% | $5,287+21.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |