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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,563 | $135,956-29.7% | $123,894-22.9% | $273,972-65.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.74% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $16,222 | $5,170+213.8% | $4,617+251.4% | $4,869+233.2% |
| Participant deferral / active EE | $18,185 | $6,343+186.7% | $5,984+203.9% | $5,287+243.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |