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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,383 | $135,956-29.8% | $123,894-23.0% | $273,972-65.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.82% | 56.63%-45.8pp | 47.52%-36.7pp | 41.46%-30.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,120 | $6,343-3.5% | $5,984+2.3% | $5,287+15.8% |
| Admin fee / account holder | $19 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |