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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,274 | $135,956-41.0% | $123,894-35.2% | $273,972-70.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.63% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $3,331 | $5,170-35.6% | $4,617-27.9% | $4,869-31.6% |
| Participant deferral / active EE | $9,194 | $6,343+44.9% | $5,984+53.6% | $5,287+73.9% |
| Admin fee / account holder | $266 | $9,817-97.3% | $8,357-96.8% | $10,133-97.4% |