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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,296 | $135,956-67.4% | $123,894-64.2% | $273,972-83.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.44% | 56.63%-41.2pp | 47.52%-32.1pp | 41.46%-26.0pp |
| Employer contribution / active EE | $8,081 | $5,170+56.3% | $4,617+75.0% | $4,869+66.0% |
| Participant deferral / active EE | $9,560 | $6,343+50.7% | $5,984+59.8% | $5,287+80.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |