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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,012 | $135,956-63.2% | $123,894-59.6% | $273,972-81.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.76% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $7,577 | $5,170+46.6% | $4,617+64.1% | $4,869+55.6% |
| Participant deferral / active EE | $11,372 | $6,343+79.3% | $5,984+90.0% | $5,287+115.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |