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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,579 | $90,504-7.7% | $78,690+6.2% | $273,965-69.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.19% | 75.61%-66.4pp | 62.18%-53.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $10,083 | $3,176+217.5% | $2,851+253.7% | $4,869+107.1% |
| Participant deferral / active EE | $7,742 | $3,901+98.4% | $3,517+120.1% | $5,287+46.4% |
| Admin fee / account holder | $164 | $5,263-96.9% | $4,511-96.4% | $10,132-98.4% |