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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,998 | $135,956-44.8% | $123,894-39.5% | $273,972-72.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.91% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,039 | $5,170-79.9% | $4,617-77.5% | $4,869-78.7% |
| Participant deferral / active EE | $9,300 | $6,343+46.6% | $5,984+55.4% | $5,287+75.9% |
| Admin fee / account holder | $203 | $9,817-97.9% | $8,357-97.6% | $10,133-98.0% |