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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,130 | $135,956-43.3% | $123,894-37.7% | $273,972-71.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.26% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $2,140 | $5,170-58.6% | $4,617-53.6% | $4,869-56.0% |
| Participant deferral / active EE | $2,667 | $6,343-58.0% | $5,984-55.4% | $5,287-49.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |