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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,856 | $135,956-53.8% | $123,894-49.3% | $273,972-77.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.79% | 56.63%-43.8pp | 47.52%-34.7pp | 41.46%-28.7pp |
| Employer contribution / active EE | $8,322 | $5,170+61.0% | $4,617+80.2% | $4,869+70.9% |
| Participant deferral / active EE | $1,994 | $6,343-68.6% | $5,984-66.7% | $5,287-62.3% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |