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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,618 | $135,956-71.6% | $123,894-68.8% | $273,972-85.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.01% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,113 | $5,170-39.8% | $4,617-32.6% | $4,869-36.1% |
| Participant deferral / active EE | $5,873 | $6,343-7.4% | $5,984-1.9% | $5,287+11.1% |
| Admin fee / account holder | $68 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |