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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,539 | $93,064-52.1% | $74,577-40.3% | $273,972-83.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 32.79% | 26.18%+6.6pp | 20.47%+12.3pp | 41.46%-8.7pp |
| Employer contribution / active EE | $6,369 | $3,160+101.6% | $2,525+152.2% | $4,869+30.8% |
| Participant deferral / active EE | $13,430 | $4,160+222.8% | $3,458+288.4% | $5,287+154.0% |
| Admin fee / account holder | $221 | $5,273-95.8% | $4,138-94.7% | $10,133-97.8% |