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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,706 | $135,956-75.9% | $123,894-73.6% | $273,972-88.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.76% | 56.63%-44.9pp | 47.52%-35.8pp | 41.46%-29.7pp |
| Employer contribution / active EE | $6,321 | $5,170+22.3% | $4,617+36.9% | $4,869+29.8% |
| Participant deferral / active EE | $11,988 | $6,343+89.0% | $5,984+100.3% | $5,287+126.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |