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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,887 | $127,387-62.4% | $115,038-58.4% | $125,389-61.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.63% | 31.28%-25.7pp | 26.14%-20.5pp | 282.24%-276.6pp |
| Employer contribution / active EE | $9,219 | $5,166+78.5% | $4,608+100.1% | $4,866+89.5% |
| Participant deferral / active EE | $7,800 | $6,423+21.4% | $6,026+29.4% | $5,352+45.8% |
| Admin fee / account holder | $3 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |