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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,472 | $135,956-25.4% | $123,894-18.1% | $273,972-63.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.01% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $7,246 | $5,170+40.2% | $4,617+57.0% | $4,869+48.8% |
| Participant deferral / active EE | $6,547 | $6,343+3.2% | $5,984+9.4% | $5,287+23.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |