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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,587 | $76,696-47.1% | $96,515-57.9% | $71,511-43.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 20.36% | 48.32%-28.0pp | 35.73%-15.4pp | 28.86%-8.5pp |
| Employer contribution / active EE | $2,521 | $3,032-16.8% | $3,740-32.6% | $2,589-2.6% |
| Participant deferral / active EE | $3,919 | $3,770+3.9% | $4,880-19.7% | $4,291-8.7% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |