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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,066 | $135,956-71.3% | $123,894-68.5% | $273,972-85.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 19.87% | 56.63%-36.8pp | 47.52%-27.6pp | 41.46%-21.6pp |
| Employer contribution / active EE | $6,675 | $5,170+29.1% | $4,617+44.6% | $4,869+37.1% |
| Participant deferral / active EE | $7,573 | $6,343+19.4% | $5,984+26.5% | $5,287+43.2% |
| Admin fee / account holder | $214 | $9,817-97.8% | $8,357-97.4% | $10,133-97.9% |