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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,245 | $53,774+19.5% | $134,162-52.1% | $79,856-19.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.24% | 19.01%-3.8pp | 36.35%-21.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,580 | $1,322+19.6% | $3,705-57.4% | $2,471-36.1% |
| Participant deferral / active EE | $3,551 | $2,420+46.7% | $3,500+1.5% | $3,741-5.1% |
| Admin fee / account holder | $157 | $3,985-96.1% | $6,685-97.7% | $5,306-97.0% |