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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,234 | $135,956-46.1% | $123,894-40.9% | $273,972-73.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.34% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $16,742 | $5,170+223.8% | $4,617+262.6% | $4,869+243.9% |
| Participant deferral / active EE | $13,250 | $6,343+108.9% | $5,984+121.4% | $5,287+150.6% |
| Admin fee / account holder | $60 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |