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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,475 | $45,050+14.3% | $63,018-18.3% | $70,126-26.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.69% | 18.76%-2.1pp | 87.62%-70.9pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,887 | $2,052-8.1% | $2,761-31.7% | $2,343-19.5% |
| Participant deferral / active EE | $2,307 | $2,466-6.4% | $3,330-30.7% | $3,332-30.8% |
| Admin fee / account holder | $225 | $2,834-92.0% | $3,601-93.7% | $4,645-95.1% |