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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,420 | $135,956-68.8% | $123,894-65.8% | $273,972-84.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 31.77% | 56.63%-24.9pp | 47.52%-15.7pp | 41.46%-9.7pp |
| Employer contribution / active EE | $11,602 | $5,170+124.4% | $4,617+151.3% | $4,869+138.3% |
| Participant deferral / active EE | $6,951 | $6,343+9.6% | $5,984+16.1% | $5,287+31.5% |
| Admin fee / account holder | $77 | $9,817-99.2% | $8,357-99.1% | $10,133-99.2% |