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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,469 | $135,956-57.7% | $123,894-53.6% | $273,972-79.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.84% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,572 | $5,170-69.6% | $4,617-66.0% | $4,869-67.7% |
| Participant deferral / active EE | $2,865 | $6,343-54.8% | $5,984-52.1% | $5,287-45.8% |
| Admin fee / account holder | $120 | $9,817-98.8% | $8,357-98.6% | $10,133-98.8% |