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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,260 | $90,486+21.9% | $78,676+40.1% | $273,972-59.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.25% | 75.62%-66.4pp | 62.19%-52.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $3,935 | $3,175+23.9% | $2,850+38.1% | $4,869-19.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $24 | $5,263-99.6% | $4,510-99.5% | $10,133-99.8% |