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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,010 | $135,956-61.7% | $123,894-58.0% | $273,972-81.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.81% | 56.63%-52.8pp | 47.52%-43.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $6,808 | $5,170+31.7% | $4,617+47.5% | $4,869+39.8% |
| Participant deferral / active EE | $18,400 | $6,343+190.1% | $5,984+207.5% | $5,287+248.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |