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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,726 | $135,956-64.9% | $123,894-61.5% | $273,972-82.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.86% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $12,961 | $5,170+150.7% | $4,617+180.7% | $4,869+166.2% |
| Participant deferral / active EE | $7,291 | $6,343+15.0% | $5,984+21.8% | $5,287+37.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |