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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,749 | $90,504+14.6% | $78,690+31.8% | $273,965-62.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.94% | 75.61%-68.7pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $4,413 | $3,176+39.0% | $2,851+54.8% | $4,869-9.3% |
| Participant deferral / active EE | $6,846 | $3,901+75.5% | $3,517+94.7% | $5,287+29.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,511-100.0% | $10,132-100.0% |