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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,981 | $135,956-61.8% | $123,894-58.0% | $273,972-81.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.09% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $11,750 | $5,170+127.3% | $4,617+154.5% | $4,869+141.3% |
| Participant deferral / active EE | $5,967 | $6,343-5.9% | $5,984-0.3% | $5,287+12.8% |
| Admin fee / account holder | $281 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |