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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,796 | $135,956-53.1% | $123,894-48.5% | $273,972-76.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.92% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,155 | $5,170-58.3% | $4,617-53.3% | $4,869-55.7% |
| Participant deferral / active EE | $3,000 | $6,343-52.7% | $5,984-49.9% | $5,287-43.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |