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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,838 | $135,956-81.0% | $123,894-79.1% | $273,972-90.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.14% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $5,193 | $5,170+0.5% | $4,617+12.5% | $4,869+6.7% |
| Participant deferral / active EE | $11,008 | $6,343+73.6% | $5,984+83.9% | $5,287+108.2% |
| Admin fee / account holder | $146 | $9,817-98.5% | $8,357-98.3% | $10,133-98.6% |