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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,448 | $135,956-32.0% | $123,894-25.4% | $273,972-66.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.94% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,567 | $5,170-69.7% | $4,617-66.1% | $4,869-67.8% |
| Participant deferral / active EE | $4,469 | $6,343-29.5% | $5,984-25.3% | $5,287-15.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |