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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,890 | $135,956-65.5% | $123,894-62.2% | $273,972-82.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 18.09% | 56.63%-38.5pp | 47.52%-29.4pp | 41.46%-23.4pp |
| Employer contribution / active EE | $15,678 | $5,170+203.3% | $4,617+239.6% | $4,869+222.0% |
| Participant deferral / active EE | $11,179 | $6,343+76.3% | $5,984+86.8% | $5,287+111.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |