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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,460 | $135,956-54.8% | $123,894-50.4% | $273,972-77.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.35% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $4,574 | $5,170-11.5% | $4,617-0.9% | $4,869-6.1% |
| Participant deferral / active EE | $7,029 | $6,343+10.8% | $5,984+17.5% | $5,287+32.9% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |