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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,363 | $65,367-41.3% | $92,915-58.7% | $72,976-47.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.47% | 42.11%-24.6pp | 109.45%-92.0pp | 81.02%-63.5pp |
| Employer contribution / active EE | $5,099 | $2,594+96.6% | $3,653+39.6% | $2,440+109.0% |
| Participant deferral / active EE | $4,328 | $3,128+38.3% | $4,238+2.1% | $3,608+20.0% |
| Admin fee / account holder | $287 | $4,251-93.2% | $5,796-95.0% | $5,124-94.4% |