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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,113 | $135,956-82.3% | $123,894-80.5% | $273,972-91.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.15% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $7,993 | $5,170+54.6% | $4,617+73.1% | $4,869+64.2% |
| Participant deferral / active EE | $4,999 | $6,343-21.2% | $5,984-16.5% | $5,287-5.5% |
| Admin fee / account holder | $175 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |