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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,388 | $77,638-45.4% | $156,551-72.9% | $62,881-32.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.80% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,522 | $3,444+2.3% | $5,501-36.0% | $2,281+54.4% |
| Participant deferral / active EE | $5,028 | $3,046+65.1% | $4,871+3.2% | $3,203+57.0% |
| Admin fee / account holder | $160 | $5,561-97.1% | $13,028-98.8% | $4,296-96.3% |