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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,804 | $135,956-42.0% | $123,894-36.4% | $273,972-71.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.59% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,866 | $5,170-44.6% | $4,617-37.9% | $4,869-41.1% |
| Participant deferral / active EE | $15,013 | $6,343+136.7% | $5,984+150.9% | $5,287+183.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |