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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,612 | $135,956-53.9% | $123,894-49.5% | $273,972-77.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.32% | 56.63%-41.3pp | 47.52%-32.2pp | 41.46%-26.1pp |
| Employer contribution / active EE | $6,528 | $5,170+26.3% | $4,617+41.4% | $4,869+34.1% |
| Participant deferral / active EE | $8,135 | $6,343+28.3% | $5,984+35.9% | $5,287+53.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |