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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,428 | $135,956-68.8% | $123,894-65.8% | $273,972-84.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 37.76% | 56.63%-18.9pp | 47.52%-9.8pp | 41.46%-3.7pp |
| Employer contribution / active EE | $8,038 | $5,170+55.5% | $4,617+74.1% | $4,869+65.1% |
| Participant deferral / active EE | $8,164 | $6,343+28.7% | $5,984+36.4% | $5,287+54.4% |
| Admin fee / account holder | $150 | $9,817-98.5% | $8,357-98.2% | $10,133-98.5% |