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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,011 | $135,956-69.1% | $123,894-66.1% | $273,972-84.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.37% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $6,450 | $5,170+24.8% | $4,617+39.7% | $4,869+32.5% |
| Participant deferral / active EE | $12,986 | $6,343+104.7% | $5,984+117.0% | $5,287+145.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |