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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,881 | $162,136-40.2% | $152,301-36.4% | $154,746-37.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.30% | 91.02%-78.7pp | 80.50%-68.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $9,038 | $4,890+84.8% | $4,624+95.4% | $4,379+106.4% |
| Participant deferral / active EE | $10,609 | $8,341+27.2% | $8,004+32.6% | $6,730+57.6% |
| Admin fee / account holder | $263 | $15,759-98.3% | $14,398-98.2% | $14,365-98.2% |