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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,268 | $135,956-61.6% | $123,894-57.8% | $273,972-80.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.91% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $8,877 | $5,170+71.7% | $4,617+92.3% | $4,869+82.3% |
| Participant deferral / active EE | $12,443 | $6,343+96.2% | $5,984+107.9% | $5,287+135.3% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |