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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,764 | $43,075-23.9% | $74,577-56.1% | $62,881-47.9% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 14.66% | 17.50%-2.8pp | 20.47%-5.8pp | 20.14%-5.5pp |
| Employer contribution / active EE | $4,940 | $1,498+229.9% | $2,525+95.6% | $2,281+116.6% |
| Participant deferral / active EE | $3,522 | $2,389+47.4% | $3,458+1.9% | $3,203+10.0% |
| Admin fee / account holder | $88 | $2,840-96.9% | $4,138-97.9% | $4,296-98.0% |