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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,799 | $135,956-77.3% | $123,894-75.1% | $273,972-88.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.36% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $4,399 | $5,170-14.9% | $4,617-4.7% | $4,869-9.7% |
| Participant deferral / active EE | $5,404 | $6,343-14.8% | $5,984-9.7% | $5,287+2.2% |
| Admin fee / account holder | $73 | $9,817-99.3% | $8,357-99.1% | $10,133-99.3% |