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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,122 | $153,769-73.3% | $133,975-69.3% | $273,972-85.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.86% | 36.51%-31.7pp | 29.29%-24.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $21,148 | $6,029+250.8% | $5,211+305.8% | $4,869+334.4% |
| Participant deferral / active EE | $8,654 | $6,958+24.4% | $6,282+37.8% | $5,287+63.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |