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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,106 | $135,956-50.6% | $123,894-45.8% | $273,972-75.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.14% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $6,212 | $5,170+20.2% | $4,617+34.5% | $4,869+27.6% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $92 | $9,817-99.1% | $8,357-98.9% | $10,133-99.1% |