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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,631 | $135,956-83.4% | $123,894-81.7% | $273,972-91.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.70% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.8pp |
| Employer contribution / active EE | $5,074 | $5,170-1.9% | $4,617+9.9% | $4,869+4.2% |
| Participant deferral / active EE | $5,169 | $6,343-18.5% | $5,984-13.6% | $5,287-2.2% |
| Admin fee / account holder | $217 | $9,817-97.8% | $8,357-97.4% | $10,133-97.9% |