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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,033 | $135,956-65.4% | $123,894-62.0% | $273,972-82.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.90% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $4,932 | $5,170-4.6% | $4,617+6.8% | $4,869+1.3% |
| Participant deferral / active EE | $7,140 | $6,343+12.6% | $5,984+19.3% | $5,287+35.0% |
| Admin fee / account holder | $170 | $9,817-98.3% | $8,357-98.0% | $10,133-98.3% |