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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,170 | $135,956-41.0% | $123,894-35.3% | $273,972-70.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.12% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $39,403 | $5,170+662.2% | $4,617+753.5% | $4,869+709.3% |
| Participant deferral / active EE | $19,739 | $6,343+211.2% | $5,984+229.9% | $5,287+273.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |