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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,797 | $135,956-28.8% | $123,894-21.9% | $273,972-64.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.98% | 56.63%-48.7pp | 47.52%-39.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $11,535 | $5,170+123.1% | $4,617+149.9% | $4,869+136.9% |
| Participant deferral / active EE | $5,196 | $6,343-18.1% | $5,984-13.2% | $5,287-1.7% |
| Admin fee / account holder | $64 | $9,817-99.3% | $8,357-99.2% | $10,133-99.4% |