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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,679 | $76,407-46.8% | $150,298-72.9% | $82,448-50.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.91% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $2,581 | $2,614-1.3% | $4,154-37.9% | $2,551+1.2% |
| Participant deferral / active EE | $6,011 | $3,214+87.0% | $5,453+10.2% | $4,139+45.2% |
| Admin fee / account holder | $93 | $6,352-98.5% | $14,116-99.3% | $7,234-98.7% |