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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,904 | $135,956-75.8% | $123,894-73.4% | $273,972-88.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 19.16% | 56.63%-37.5pp | 47.52%-28.4pp | 41.46%-22.3pp |
| Employer contribution / active EE | $7,563 | $5,170+46.3% | $4,617+63.8% | $4,869+55.3% |
| Participant deferral / active EE | $8,762 | $6,343+38.1% | $5,984+46.4% | $5,287+65.7% |
| Admin fee / account holder | $65 | $9,817-99.3% | $8,357-99.2% | $10,133-99.4% |