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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,872 | $83,485-63.0% | $125,195-75.3% | $72,976-57.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.55% | 25.77%-3.2pp | 43.79%-21.2pp | 81.02%-58.5pp |
| Employer contribution / active EE | $3,732 | $2,346+59.1% | $3,866-3.5% | $2,440+53.0% |
| Participant deferral / active EE | $3,110 | $3,586-13.3% | $4,937-37.0% | $3,608-13.8% |
| Admin fee / account holder | $169 | $5,518-96.9% | $9,704-98.3% | $5,124-96.7% |