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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,932 | $135,956-59.6% | $123,894-55.7% | $273,972-79.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.64% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $9,595 | $5,170+85.6% | $4,617+107.8% | $4,869+97.1% |
| Participant deferral / active EE | $9,639 | $6,343+52.0% | $5,984+61.1% | $5,287+82.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |