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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,792 | $135,956-53.1% | $123,894-48.5% | $273,972-76.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.93% | 56.63%-42.7pp | 47.52%-33.6pp | 41.46%-27.5pp |
| Employer contribution / active EE | $22,142 | $5,170+328.3% | $4,617+379.6% | $4,869+354.8% |
| Participant deferral / active EE | $7,063 | $6,343+11.4% | $5,984+18.0% | $5,287+33.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |