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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,683 | $135,956-48.7% | $123,894-43.8% | $273,972-74.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.38% | 56.63%-48.3pp | 47.52%-39.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,414 | $5,170-53.3% | $4,617-47.7% | $4,869-50.4% |
| Participant deferral / active EE | $2,963 | $6,343-53.3% | $5,984-50.5% | $5,287-44.0% |
| Admin fee / account holder | $157 | $9,817-98.4% | $8,357-98.1% | $10,133-98.5% |