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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,831 | $135,956-22.9% | $123,894-15.4% | $273,972-61.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.63% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $6,916 | $5,170+33.8% | $4,617+49.8% | $4,869+42.0% |
| Participant deferral / active EE | $14,879 | $6,343+134.6% | $5,984+148.6% | $5,287+181.4% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |