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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,012 | $135,956-69.8% | $123,894-66.9% | $273,972-85.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 32.43% | 56.63%-24.2pp | 47.52%-15.1pp | 41.46%-9.0pp |
| Employer contribution / active EE | $14,724 | $5,170+184.8% | $4,617+218.9% | $4,869+202.4% |
| Participant deferral / active EE | $10,206 | $6,343+60.9% | $5,984+70.6% | $5,287+93.0% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |