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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,783 | $135,956-61.2% | $123,894-57.4% | $273,972-80.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 10.70% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.8pp |
| Employer contribution / active EE | $3,704 | $5,170-28.3% | $4,617-19.8% | $4,869-23.9% |
| Participant deferral / active EE | $12,782 | $6,343+101.5% | $5,984+113.6% | $5,287+141.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |