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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,793 | $90,486-0.8% | $78,676+14.1% | $273,972-67.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.03% | 75.62%-67.6pp | 62.19%-54.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $12,882 | $3,175+305.7% | $2,850+352.0% | $4,869+164.6% |
| Participant deferral / active EE | $5,478 | $3,901+40.4% | $3,517+55.8% | $5,287+3.6% |
| Admin fee / account holder | $224 | $5,263-95.7% | $4,510-95.0% | $10,133-97.8% |