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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,737 | $45,043-11.8% | $63,005-36.9% | $70,124-43.3% |
| Participation rate | 96.9% | 69.5%+27.4pp | 74.8%+22.1pp | 69.5%+27.4pp |
| Annual return | 11.52% | 18.76%-7.2pp | 87.59%-76.1pp | 73.14%-61.6pp |
| Employer contribution / active EE | $3,750 | $2,052+82.8% | $2,760+35.9% | $2,342+60.1% |
| Participant deferral / active EE | $2,622 | $2,466+6.4% | $3,329-21.2% | $3,332-21.3% |
| Admin fee / account holder | $252 | $2,833-91.1% | $3,599-93.0% | $4,645-94.6% |