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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,057 | $135,956-52.1% | $123,894-47.5% | $273,972-76.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.58% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,632 | $5,170-49.1% | $4,617-43.0% | $4,869-45.9% |
| Participant deferral / active EE | $5,350 | $6,343-15.7% | $5,984-10.6% | $5,287+1.2% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |