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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,114 | $69,977-41.2% | $108,582-62.1% | $62,881-34.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 13.68% | 10.73%+3.0pp | -51.70%+65.4pp | 20.14%-6.5pp |
| Employer contribution / active EE | $2,496 | $2,135+16.9% | $3,758-33.6% | $2,281+9.4% |
| Participant deferral / active EE | $4,398 | $3,165+39.0% | $4,311+2.0% | $3,203+37.3% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |