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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,728 | $135,956-78.9% | $123,894-76.8% | $273,972-89.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 21.00% | 56.63%-35.6pp | 47.52%-26.5pp | 41.46%-20.5pp |
| Employer contribution / active EE | $10,370 | $5,170+100.6% | $4,617+124.6% | $4,869+113.0% |
| Participant deferral / active EE | $8,993 | $6,343+41.8% | $5,984+50.3% | $5,287+70.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |