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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,549 | $135,956-63.6% | $123,894-60.0% | $273,972-81.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 29.48% | 56.63%-27.1pp | 47.52%-18.0pp | 41.46%-12.0pp |
| Employer contribution / active EE | $16,541 | $5,170+220.0% | $4,617+258.3% | $4,869+239.7% |
| Participant deferral / active EE | $8,588 | $6,343+35.4% | $5,984+43.5% | $5,287+62.4% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |