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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,448 | $135,956-57.7% | $123,894-53.6% | $273,972-79.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.56% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $10,468 | $5,170+102.5% | $4,617+126.7% | $4,869+115.0% |
| Participant deferral / active EE | $6,188 | $6,343-2.4% | $5,984+3.4% | $5,287+17.0% |
| Admin fee / account holder | $262 | $9,817-97.3% | $8,357-96.9% | $10,133-97.4% |