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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,297 | $135,956-60.1% | $123,894-56.2% | $273,972-80.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.50% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,407 | $5,170-53.4% | $4,617-47.9% | $4,869-50.6% |
| Participant deferral / active EE | $13,108 | $6,343+106.7% | $5,984+119.0% | $5,287+147.9% |
| Admin fee / account holder | $143 | $9,817-98.5% | $8,357-98.3% | $10,133-98.6% |