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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,280 | $47,848-38.8% | $81,478-64.1% | $70,131-58.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 23.21% | 27.25%-4.0pp | 38.78%-15.6pp | 73.14%-49.9pp |
| Employer contribution / active EE | $5,768 | $1,527+277.7% | $2,568+124.6% | $2,342+146.2% |
| Participant deferral / active EE | $5,070 | $2,453+106.7% | $3,537+43.4% | $3,332+52.2% |
| Admin fee / account holder | $104 | $3,145-96.7% | $4,561-97.7% | $4,645-97.8% |