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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,679 | $86,050-52.7% | $189,758-78.6% | $94,015-56.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 20.91% | 17.77%+3.1pp | 52.62%-31.7pp | 17.84%+3.1pp |
| Employer contribution / active EE | $2,581 | $2,819-8.5% | $4,767-45.9% | $2,790-7.5% |
| Participant deferral / active EE | $6,011 | $3,349+79.5% | $5,856+2.7% | $4,249+41.5% |
| Admin fee / account holder | $93 | $6,627-98.6% | $20,388-99.5% | $8,951-99.0% |