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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,072 | $135,956-29.3% | $123,894-22.5% | $273,972-64.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.86% | 56.63%-45.8pp | 47.52%-36.7pp | 41.46%-30.6pp |
| Employer contribution / active EE | $19,333 | $5,170+274.0% | $4,617+318.8% | $4,869+297.1% |
| Participant deferral / active EE | $16,614 | $6,343+161.9% | $5,984+177.6% | $5,287+214.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |