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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,080 | $135,956-66.8% | $123,894-63.6% | $273,972-83.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.97% | 56.63%-45.7pp | 47.52%-36.6pp | 41.46%-30.5pp |
| Employer contribution / active EE | $9,376 | $5,170+81.4% | $4,617+103.1% | $4,869+92.6% |
| Participant deferral / active EE | $8,676 | $6,343+36.8% | $5,984+45.0% | $5,287+64.1% |
| Admin fee / account holder | $147 | $9,817-98.5% | $8,357-98.2% | $10,133-98.5% |