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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,880 | $135,956-39.0% | $123,894-33.1% | $273,972-69.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.32% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $6,000 | $5,170+16.1% | $4,617+30.0% | $4,869+23.2% |
| Participant deferral / active EE | $21,000 | $6,343+231.1% | $5,984+250.9% | $5,287+297.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |