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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,588 | $135,956-83.4% | $123,894-81.8% | $273,972-91.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.30% | 56.63%-42.3pp | 47.52%-33.2pp | 41.46%-27.2pp |
| Employer contribution / active EE | $11,321 | $5,170+119.0% | $4,617+145.2% | $4,869+132.5% |
| Participant deferral / active EE | $2,584 | $6,343-59.3% | $5,984-56.8% | $5,287-51.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |