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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,182 | $135,956-60.9% | $123,894-57.1% | $273,970-80.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.95% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $9,913 | $5,170+91.7% | $4,617+114.7% | $4,869+103.6% |
| Participant deferral / active EE | $5,612 | $6,343-11.5% | $5,984-6.2% | $5,287+6.1% |
| Admin fee / account holder | $162 | $9,817-98.4% | $8,357-98.1% | $10,132-98.4% |