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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,312 | $135,956-25.5% | $123,894-18.2% | $273,972-63.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.96% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,842 | $5,170-25.7% | $4,617-16.8% | $4,869-21.1% |
| Participant deferral / active EE | $16,399 | $6,343+158.6% | $5,984+174.0% | $5,287+210.2% |
| Admin fee / account holder | $175 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |