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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,609 | $135,956-56.9% | $123,894-52.7% | $273,972-78.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.77% | 56.63%-51.9pp | 47.52%-42.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $11,888 | $5,170+130.0% | $4,617+157.5% | $4,869+144.2% |
| Participant deferral / active EE | $16,438 | $6,343+159.2% | $5,984+174.7% | $5,287+210.9% |
| Admin fee / account holder | $239 | $9,817-97.6% | $8,357-97.1% | $10,133-97.6% |