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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,713 | $135,956-11.2% | $123,894-2.6% | $273,972-55.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 36.83% | 56.63%-19.8pp | 47.52%-10.7pp | 41.46%-4.6pp |
| Employer contribution / active EE | $9,734 | $5,170+88.3% | $4,617+110.8% | $4,869+99.9% |
| Participant deferral / active EE | $9,371 | $6,343+47.7% | $5,984+56.6% | $5,287+77.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |