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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,471 | $162,136-41.1% | $152,301-37.3% | $154,746-38.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.76% | 91.02%-79.3pp | 80.50%-68.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $8,931 | $4,890+82.6% | $4,624+93.1% | $4,379+103.9% |
| Participant deferral / active EE | $7,096 | $8,341-14.9% | $8,004-11.3% | $6,730+5.4% |
| Admin fee / account holder | $298 | $15,759-98.1% | $14,398-97.9% | $14,365-97.9% |