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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,303 | $101,795-15.2% | $165,100-47.7% | $80,959+6.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.51% | 16.73%-4.2pp | 70.21%-57.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $8,501 | $2,954+187.8% | $4,348+95.5% | $2,757+208.3% |
| Participant deferral / active EE | $6,847 | $4,476+53.0% | $6,035+13.4% | $4,300+59.2% |
| Admin fee / account holder | $227 | $8,221-97.2% | $12,696-98.2% | $6,925-96.7% |