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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,028 | $135,956-56.6% | $123,894-52.4% | $273,972-78.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.40% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.1pp |
| Employer contribution / active EE | $8,771 | $5,170+69.7% | $4,617+90.0% | $4,869+80.1% |
| Participant deferral / active EE | $7,297 | $6,343+15.0% | $5,984+21.9% | $5,287+38.0% |
| Admin fee / account holder | $200 | $9,817-98.0% | $8,357-97.6% | $10,133-98.0% |