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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,640 | $135,956-26.0% | $123,894-18.8% | $273,972-63.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.89% | 56.63%-43.7pp | 47.52%-34.6pp | 41.46%-28.6pp |
| Employer contribution / active EE | $2,958 | $5,170-42.8% | $4,617-35.9% | $4,869-39.2% |
| Participant deferral / active EE | $5,916 | $6,343-6.7% | $5,984-1.1% | $5,287+11.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |