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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,743 | $135,956-70.8% | $123,894-67.9% | $273,972-85.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.12% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $8,216 | $5,170+58.9% | $4,617+78.0% | $4,869+68.7% |
| Participant deferral / active EE | $7,395 | $6,343+16.6% | $5,984+23.6% | $5,287+39.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |