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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,427 | $135,956-62.9% | $123,894-59.3% | $273,972-81.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.55% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $4,202 | $5,170-18.7% | $4,617-9.0% | $4,869-13.7% |
| Participant deferral / active EE | $4,115 | $6,343-35.1% | $5,984-31.2% | $5,287-22.2% |
| Admin fee / account holder | $222 | $9,817-97.7% | $8,357-97.3% | $10,133-97.8% |