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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,679 | $78,690-48.3% | $161,489-74.8% | $87,485-53.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 20.91% | 32.74%-11.8pp | 89.72%-68.8pp | 26.06%-5.2pp |
| Employer contribution / active EE | $2,581 | $2,588-0.3% | $4,268-39.5% | $2,596-0.6% |
| Participant deferral / active EE | $6,011 | $3,311+81.6% | $5,630+6.8% | $4,274+40.7% |
| Admin fee / account holder | $93 | $6,724-98.6% | $16,006-99.4% | $7,775-98.8% |