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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,703 | $135,956+6.4% | $123,894+16.8% | $273,972-47.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.15% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $14,980 | $5,170+189.8% | $4,617+224.5% | $4,869+207.7% |
| Participant deferral / active EE | $6,467 | $6,343+2.0% | $5,984+8.1% | $5,287+22.3% |
| Admin fee / account holder | $20 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |