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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,275 | $135,956-45.4% | $123,894-40.0% | $273,973-72.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.30% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.2pp |
| Employer contribution / active EE | $7,637 | $5,170+47.7% | $4,617+65.4% | $4,869+56.9% |
| Participant deferral / active EE | $5,143 | $6,343-18.9% | $5,984-14.1% | $5,287-2.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |