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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,297 | $135,956-38.0% | $123,894-32.0% | $273,972-69.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.12% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.3pp |
| Employer contribution / active EE | $3,957 | $5,170-23.5% | $4,617-14.3% | $4,869-18.7% |
| Participant deferral / active EE | $6,387 | $6,343+0.7% | $5,984+6.7% | $5,287+20.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |