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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,601 | $135,956-76.0% | $123,894-73.7% | $273,972-88.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.97% | 56.63%-39.7pp | 47.52%-30.5pp | 41.46%-24.5pp |
| Employer contribution / active EE | $4,387 | $5,170-15.1% | $4,617-5.0% | $4,869-9.9% |
| Participant deferral / active EE | $6,052 | $6,343-4.6% | $5,984+1.1% | $5,287+14.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |