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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,912 | $57,541-21.9% | $95,759-53.1% | $75,177-40.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 21.06% | 34.93%-13.9pp | 28.42%-7.4pp | 160.75%-139.7pp |
| Employer contribution / active EE | $6,682 | $1,808+269.6% | $2,836+135.6% | $2,671+150.2% |
| Participant deferral / active EE | $2,693 | $3,074-12.4% | $4,244-36.5% | $4,126-34.7% |
| Admin fee / account holder | $291 | $4,099-92.9% | $5,678-94.9% | $5,651-94.9% |