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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,328 | $135,956-19.6% | $123,894-11.8% | $273,972-60.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.21% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $6,237 | $5,170+20.7% | $4,617+35.1% | $4,869+28.1% |
| Participant deferral / active EE | $7,243 | $6,343+14.2% | $5,984+21.0% | $5,287+37.0% |
| Admin fee / account holder | $61 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |