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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,314 | $135,956-54.2% | $123,894-49.7% | $273,972-77.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.40% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $21,556 | $5,170+317.0% | $4,617+366.9% | $4,869+342.7% |
| Participant deferral / active EE | $10,304 | $6,343+62.5% | $5,984+72.2% | $5,287+94.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |