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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,086 | $135,956-34.5% | $123,894-28.1% | $273,972-67.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.12% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $14,269 | $5,170+176.0% | $4,617+209.1% | $4,869+193.1% |
| Participant deferral / active EE | $8,625 | $6,343+36.0% | $5,984+44.1% | $5,287+63.1% |
| Admin fee / account holder | $192 | $9,817-98.0% | $8,357-97.7% | $10,133-98.1% |