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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,356 | $135,956-66.6% | $123,894-63.4% | $273,972-83.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.93% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $6,056 | $5,170+17.1% | $4,617+31.2% | $4,869+24.4% |
| Participant deferral / active EE | $12,890 | $6,343+103.2% | $5,984+115.4% | $5,287+143.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |