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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,539 | $135,956-58.4% | $123,894-54.4% | $273,972-79.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.85% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $973 | $5,170-81.2% | $4,617-78.9% | $4,869-80.0% |
| Participant deferral / active EE | $6,137 | $6,343-3.2% | $5,984+2.6% | $5,287+16.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |