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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,332 | $107,809-57.0% | $97,032-52.3% | $155,188-70.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 14.59% | 38.06%-23.5pp | 35.38%-20.8pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,101 | $2,911-27.8% | $2,629-20.1% | $4,248-50.6% |
| Participant deferral / active EE | $4,312 | $5,129-15.9% | $4,672-7.7% | $6,531-34.0% |
| Admin fee / account holder | $8 | $10,717-99.9% | $9,418-99.9% | $14,480-99.9% |