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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,803 | $135,956-42.0% | $123,894-36.4% | $273,972-71.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 106.00% | 56.63%+49.4pp | 47.52%+58.5pp | 41.46%+64.5pp |
| Employer contribution / active EE | $8,696 | $5,170+68.2% | $4,617+88.3% | $4,869+78.6% |
| Participant deferral / active EE | $3,478 | $6,343-45.2% | $5,984-41.9% | $5,287-34.2% |
| Admin fee / account holder | $173 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |