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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,717 | $135,956-66.4% | $123,894-63.1% | $273,972-83.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.93% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $4,350 | $5,170-15.9% | $4,617-5.8% | $4,869-10.7% |
| Participant deferral / active EE | $4,982 | $6,343-21.5% | $5,984-16.7% | $5,287-5.8% |
| Admin fee / account holder | $179 | $9,817-98.2% | $8,357-97.9% | $10,133-98.2% |