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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,525 | $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 | 30.97% | 56.63%-25.7pp | 47.52%-16.5pp | 41.46%-10.5pp |
| Employer contribution / active EE | $10,862 | $5,170+110.1% | $4,617+135.3% | $4,869+123.1% |
| Participant deferral / active EE | $7,598 | $6,343+19.8% | $5,984+27.0% | $5,287+43.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |