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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,539 | $90,486-25.4% | $78,676-14.2% | $273,972-75.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.74% | 75.62%-65.9pp | 62.19%-52.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $6,288 | $3,175+98.0% | $2,850+120.6% | $4,869+29.1% |
| Participant deferral / active EE | $3,601 | $3,901-7.7% | $3,517+2.4% | $5,287-31.9% |
| Admin fee / account holder | $8 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |