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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,968 | $106,749-8.2% | $145,433-32.6% | $82,448+18.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.89% | 27.59%-3.7pp | 66.58%-42.7pp | 41.64%-17.8pp |
| Employer contribution / active EE | $12,022 | $3,444+249.0% | $4,554+164.0% | $2,551+371.3% |
| Participant deferral / active EE | $10,739 | $6,519+64.7% | $7,897+36.0% | $4,139+159.4% |
| Admin fee / account holder | $109 | $8,390-98.7% | $13,129-99.2% | $7,234-98.5% |