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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,759 | $135,956-66.3% | $123,894-63.1% | $273,972-83.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.59% | 56.63%-39.0pp | 47.52%-29.9pp | 41.46%-23.9pp |
| Employer contribution / active EE | $3,277 | $5,170-36.6% | $4,617-29.0% | $4,869-32.7% |
| Participant deferral / active EE | $13,147 | $6,343+107.3% | $5,984+119.7% | $5,287+148.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |