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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,768 | $127,387-20.1% | $115,038-11.5% | $125,389-18.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $6,911 | $5,166+33.8% | $4,608+50.0% | $4,866+42.0% |
| Participant deferral / active EE | $4,869 | $6,423-24.2% | $6,026-19.2% | $5,352-9.0% |
| Admin fee / account holder | $257 | $9,516-97.3% | $8,175-96.9% | $9,541-97.3% |