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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,443 | $90,486-23.3% | $78,676-11.7% | $273,972-74.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.16% | 75.62%-70.5pp | 62.19%-57.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $3,070 | $3,175-3.3% | $2,850+7.7% | $4,869-36.9% |
| Participant deferral / active EE | $1,815 | $3,901-53.5% | $3,517-48.4% | $5,287-65.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |