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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,515 | $135,956-65.8% | $123,894-62.5% | $273,972-83.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.44% | 56.63%-45.2pp | 47.52%-36.1pp | 41.46%-30.0pp |
| Employer contribution / active EE | $3,843 | $5,170-25.7% | $4,617-16.8% | $4,869-21.1% |
| Participant deferral / active EE | $10,222 | $6,343+61.2% | $5,984+70.8% | $5,287+93.3% |
| Admin fee / account holder | $252 | $9,817-97.4% | $8,357-97.0% | $10,133-97.5% |