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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,980 | $90,486-30.4% | $78,676-20.0% | $273,972-77.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.20% | 75.62%-68.4pp | 62.19%-55.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,014 | $3,175-36.6% | $2,850-29.3% | $4,869-58.6% |
| Participant deferral / active EE | $4,336 | $3,901+11.1% | $3,517+23.3% | $5,287-18.0% |
| Admin fee / account holder | $177 | $5,263-96.6% | $4,510-96.1% | $10,133-98.3% |