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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,886 | $135,956-52.3% | $123,894-47.6% | $273,972-76.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 10.25% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $2,756 | $5,170-46.7% | $4,617-40.3% | $4,869-43.4% |
| Participant deferral / active EE | $12,356 | $6,343+94.8% | $5,984+106.5% | $5,287+133.7% |
| Admin fee / account holder | $120 | $9,817-98.8% | $8,357-98.6% | $10,133-98.8% |