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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,749 | $135,956-73.0% | $123,894-70.3% | $273,972-86.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.98% | 56.63%-46.7pp | 47.52%-37.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $9,595 | $5,170+85.6% | $4,617+107.8% | $4,869+97.1% |
| Participant deferral / active EE | $2,733 | $6,343-56.9% | $5,984-54.3% | $5,287-48.3% |
| Admin fee / account holder | $157 | $9,817-98.4% | $8,357-98.1% | $10,133-98.4% |