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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,990 | $135,956-30.1% | $123,894-23.3% | $273,972-65.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.78% | 56.63%-51.9pp | 47.52%-42.7pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,882 | $5,170-63.6% | $4,617-59.2% | $4,869-61.3% |
| Participant deferral / active EE | $2,214 | $6,343-65.1% | $5,984-63.0% | $5,287-58.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |