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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,332 | $135,956-29.9% | $123,894-23.1% | $273,972-65.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.63% | 56.63%-42.0pp | 47.52%-32.9pp | 41.46%-26.8pp |
| Employer contribution / active EE | $11,170 | $5,170+116.1% | $4,617+142.0% | $4,869+129.4% |
| Participant deferral / active EE | $8,615 | $6,343+35.8% | $5,984+44.0% | $5,287+62.9% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |