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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,367 | $135,956-38.7% | $123,894-32.7% | $273,972-69.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.78% | 56.63%-44.8pp | 47.52%-35.7pp | 41.46%-29.7pp |
| Employer contribution / active EE | $3,389 | $5,170-34.4% | $4,617-26.6% | $4,869-30.4% |
| Participant deferral / active EE | $14,049 | $6,343+121.5% | $5,984+134.8% | $5,287+165.7% |
| Admin fee / account holder | $34 | $9,817-99.6% | $8,357-99.6% | $10,133-99.7% |