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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,129 | $101,795-40.9% | $165,100-63.6% | $80,959-25.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.62% | 16.73%-6.1pp | 70.21%-59.6pp | 35.67%-25.1pp |
| Employer contribution / active EE | $4,228 | $2,954+43.1% | $4,348-2.8% | $2,757+53.3% |
| Participant deferral / active EE | $3,367 | $4,476-24.8% | $6,035-44.2% | $4,300-21.7% |
| Admin fee / account holder | $290 | $8,221-96.5% | $12,696-97.7% | $6,925-95.8% |