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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,160 | $135,956-51.3% | $123,894-46.6% | $273,972-75.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.36% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,133 | $5,170-58.7% | $4,617-53.8% | $4,869-56.2% |
| Participant deferral / active EE | $2,562 | $6,343-59.6% | $5,984-57.2% | $5,287-51.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |