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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,533 | $135,956-65.8% | $123,894-62.4% | $273,972-83.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.49% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,681 | $5,170-67.5% | $4,617-63.6% | $4,869-65.5% |
| Participant deferral / active EE | $4,691 | $6,343-26.0% | $5,984-21.6% | $5,287-11.3% |
| Admin fee / account holder | $90 | $9,817-99.1% | $8,357-98.9% | $10,133-99.1% |