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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,059 | $135,956-62.4% | $123,894-58.8% | $273,972-81.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.81% | 56.63%-39.8pp | 47.52%-30.7pp | 41.46%-24.6pp |
| Employer contribution / active EE | $6,028 | $5,170+16.6% | $4,617+30.6% | $4,869+23.8% |
| Participant deferral / active EE | $9,759 | $6,343+53.9% | $5,984+63.1% | $5,287+84.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |