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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,367 | $135,956-67.4% | $123,894-64.2% | $273,972-83.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 31.76% | 56.63%-24.9pp | 47.52%-15.8pp | 41.46%-9.7pp |
| Employer contribution / active EE | $18,220 | $5,170+252.4% | $4,617+294.6% | $4,869+274.2% |
| Participant deferral / active EE | $10,374 | $6,343+63.6% | $5,984+73.4% | $5,287+96.2% |
| Admin fee / account holder | $19 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |