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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,460 | $135,956-72.4% | $123,894-69.8% | $273,972-86.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.70% | 56.63%-41.9pp | 47.52%-32.8pp | 41.46%-26.8pp |
| Employer contribution / active EE | $10,545 | $5,170+104.0% | $4,617+128.4% | $4,869+116.6% |
| Participant deferral / active EE | $7,406 | $6,343+16.8% | $5,984+23.8% | $5,287+40.1% |
| Admin fee / account holder | $161 | $9,817-98.4% | $8,357-98.1% | $10,133-98.4% |