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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,490 | $135,956-49.6% | $123,894-44.7% | $273,972-75.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.02% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,419 | $5,170-33.9% | $4,617-25.9% | $4,869-29.8% |
| Participant deferral / active EE | $8,381 | $6,343+32.1% | $5,984+40.1% | $5,287+58.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |