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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,485 | $135,956-38.6% | $123,894-32.6% | $273,972-69.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.85% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $4,615 | $5,170-10.7% | $4,6170% | $4,869-5.2% |
| Participant deferral / active EE | $9,416 | $6,343+48.5% | $5,984+57.3% | $5,287+78.1% |
| Admin fee / account holder | $5 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |