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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,405 | $135,956-67.3% | $123,894-64.2% | $273,972-83.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.26% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $2,523 | $5,170-51.2% | $4,617-45.4% | $4,869-48.2% |
| Participant deferral / active EE | $4,316 | $6,343-31.9% | $5,984-27.9% | $5,287-18.4% |
| Admin fee / account holder | $265 | $9,817-97.3% | $8,357-96.8% | $10,133-97.4% |