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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,500 | $135,956-76.8% | $123,894-74.6% | $273,972-88.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.54% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $10,264 | $5,170+98.5% | $4,617+122.3% | $4,869+110.8% |
| Participant deferral / active EE | $11,827 | $6,343+86.5% | $5,984+97.6% | $5,287+123.7% |
| Admin fee / account holder | $29 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |