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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,832 | $135,956-73.6% | $123,894-71.1% | $273,972-86.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.24% | 56.63%-42.4pp | 47.52%-33.3pp | 41.46%-27.2pp |
| Employer contribution / active EE | $4,655 | $5,170-10.0% | $4,617+0.8% | $4,869-4.4% |
| Participant deferral / active EE | $11,301 | $6,343+78.2% | $5,984+88.9% | $5,287+113.7% |
| Admin fee / account holder | $169 | $9,817-98.3% | $8,357-98.0% | $10,133-98.3% |