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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,676 | $135,956-44.3% | $123,894-38.9% | $273,972-72.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.16% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $913 | $5,170-82.3% | $4,617-80.2% | $4,869-81.3% |
| Participant deferral / active EE | $6,188 | $6,343-2.4% | $5,984+3.4% | $5,287+17.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |