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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,110 | $135,956-72.7% | $123,894-70.0% | $273,972-86.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 14.72% | 56.63%-41.9pp | 47.52%-32.8pp | 41.46%-26.7pp |
| Employer contribution / active EE | $9,364 | $5,170+81.1% | $4,617+102.8% | $4,869+92.3% |
| Participant deferral / active EE | $6,242 | $6,343-1.6% | $5,984+4.3% | $5,287+18.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |