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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,712 | $135,956-42.8% | $123,894-37.3% | $273,972-71.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.98% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $6,429 | $5,170+24.4% | $4,617+39.2% | $4,869+32.0% |
| Participant deferral / active EE | $6,686 | $6,343+5.4% | $5,984+11.7% | $5,287+26.5% |
| Admin fee / account holder | $17 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |