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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,266 | $135,956-61.6% | $123,894-57.8% | $273,972-80.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.92% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $21,788 | $5,170+321.5% | $4,617+371.9% | $4,869+347.5% |
| Participant deferral / active EE | $11,802 | $6,343+86.1% | $5,984+97.2% | $5,287+123.2% |
| Admin fee / account holder | $155 | $9,817-98.4% | $8,357-98.2% | $10,133-98.5% |