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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,480 | $90,486-22.1% | $78,676-10.4% | $273,972-74.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.68% | 75.62%-70.9pp | 62.19%-57.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $6,287 | $3,175+98.0% | $2,850+120.6% | $4,869+29.1% |
| Participant deferral / active EE | $2,429 | $3,901-37.7% | $3,517-30.9% | $5,287-54.1% |
| Admin fee / account holder | $60 | $5,263-98.9% | $4,510-98.7% | $10,133-99.4% |