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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,725 | $135,956-26.6% | $123,894-19.5% | $273,972-63.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 25.12% | 56.63%-31.5pp | 47.52%-22.4pp | 41.46%-16.3pp |
| Employer contribution / active EE | $10,540 | $5,170+103.9% | $4,617+128.3% | $4,869+116.5% |
| Participant deferral / active EE | $8,450 | $6,343+33.2% | $5,984+41.2% | $5,287+59.8% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |