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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,439 | $76,551-22.4% | $123,894-52.0% | $62,881-5.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.02% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $3,994 | $2,882+38.6% | $4,617-13.5% | $2,281+75.1% |
| Participant deferral / active EE | $4,118 | $4,840-14.9% | $5,984-31.2% | $3,203+28.6% |
| Admin fee / account holder | $79 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |