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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,572 | $65,367-54.8% | $92,915-68.2% | $72,976-59.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.12% | 42.11%-20.0pp | 109.45%-87.3pp | 81.02%-58.9pp |
| Employer contribution / active EE | $4,165 | $2,594+60.6% | $3,653+14.0% | $2,440+70.7% |
| Participant deferral / active EE | $6,535 | $3,128+108.9% | $4,238+54.2% | $3,608+81.1% |
| Admin fee / account holder | $144 | $4,251-96.6% | $5,796-97.5% | $5,124-97.2% |