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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,196 | $69,590-36.5% | $136,867-67.7% | $94,015-53.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 12.25% | 19.62%-7.4pp | 42.97%-30.7pp | 17.84%-5.6pp |
| Employer contribution / active EE | $2,801 | $2,396+16.9% | $3,547-21.0% | $2,790+0.4% |
| Participant deferral / active EE | $1,212 | $3,437-64.7% | $4,924-75.4% | $4,249-71.5% |
| Admin fee / account holder | $1 | $8,912-100.0% | $10,340-100.0% | $8,951-100.0% |