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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,609 | $135,956-67.2% | $123,894-64.0% | $273,972-83.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.72% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,526 | $5,170-70.5% | $4,617-66.9% | $4,869-68.7% |
| Participant deferral / active EE | $6,093 | $6,343-3.9% | $5,984+1.8% | $5,287+15.2% |
| Admin fee / account holder | $180 | $9,817-98.2% | $8,357-97.9% | $10,133-98.2% |