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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,712 | $135,956-53.9% | $123,894-49.4% | $273,972-77.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.95% | 56.63%-45.7pp | 47.52%-36.6pp | 41.46%-30.5pp |
| Employer contribution / active EE | $2,602 | $5,170-49.7% | $4,617-43.7% | $4,869-46.6% |
| Participant deferral / active EE | $9,000 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |