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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,866 | $135,956-64.8% | $123,894-61.4% | $273,972-82.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.70% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $9,778 | $5,170+89.1% | $4,617+111.8% | $4,869+100.8% |
| Participant deferral / active EE | $8,559 | $6,343+34.9% | $5,984+43.0% | $5,287+61.9% |
| Admin fee / account holder | $213 | $9,817-97.8% | $8,357-97.5% | $10,133-97.9% |