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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,800 | $135,956-55.3% | $123,894-50.9% | $273,972-77.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.64% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $3,613 | $5,170-30.1% | $4,617-21.7% | $4,869-25.8% |
| Participant deferral / active EE | $6,610 | $6,343+4.2% | $5,984+10.5% | $5,287+25.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |