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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,708 | $135,956-62.0% | $123,894-58.3% | $273,972-81.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.91% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,237 | $5,170-76.1% | $4,617-73.2% | $4,869-74.6% |
| Participant deferral / active EE | $12,528 | $6,343+97.5% | $5,984+109.4% | $5,287+137.0% |
| Admin fee / account holder | $118 | $9,817-98.8% | $8,357-98.6% | $10,133-98.8% |