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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,425 | $135,956-79.1% | $123,894-77.1% | $273,972-89.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.61% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $3,087 | $5,170-40.3% | $4,617-33.1% | $4,869-36.6% |
| Participant deferral / active EE | $6,757 | $6,343+6.5% | $5,984+12.9% | $5,287+27.8% |
| Admin fee / account holder | $145 | $9,817-98.5% | $8,357-98.3% | $10,133-98.6% |