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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,574 | $90,486-33.1% | $78,676-23.0% | $273,972-77.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.93% | 75.62%-66.7pp | 62.19%-53.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,971 | $3,175-6.4% | $2,850+4.3% | $4,869-39.0% |
| Participant deferral / active EE | $5,137 | $3,901+31.7% | $3,517+46.1% | $5,287-2.8% |
| Admin fee / account holder | $1 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |