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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,912 | $64,359-30.2% | $90,161-50.2% | $70,124-36.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 31.97% | 28.13%+3.8pp | 34.89%-2.9pp | 73.14%-41.2pp |
| Employer contribution / active EE | $2,276 | $2,046+11.2% | $3,318-31.4% | $2,342-2.9% |
| Participant deferral / active EE | $5,054 | $4,389+15.1% | $5,287-4.4% | $3,332+51.7% |
| Admin fee / account holder | $197 | $3,945-95.0% | $5,943-96.7% | $4,645-95.8% |