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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,909 | $135,956-47.1% | $123,894-42.0% | $273,972-73.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.74% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $3,445 | $5,170-33.4% | $4,617-25.4% | $4,869-29.2% |
| Participant deferral / active EE | $16,706 | $6,343+163.4% | $5,984+179.2% | $5,287+216.0% |
| Admin fee / account holder | $175 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |