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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,281 | $81,358-60.3% | $155,556-79.2% | $80,959-60.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.94% | 33.39%-22.4pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $4,518 | $3,106+45.4% | $4,675-3.4% | $2,757+63.9% |
| Participant deferral / active EE | $4,343 | $3,455+25.7% | $5,631-22.9% | $4,300+1.0% |
| Admin fee / account holder | $243 | $7,994-97.0% | $15,885-98.5% | $6,925-96.5% |