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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,348 | $135,956-72.5% | $123,894-69.9% | $273,972-86.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.24% | 56.63%-45.4pp | 47.52%-36.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $2,030 | $5,170-60.7% | $4,617-56.0% | $4,869-58.3% |
| Participant deferral / active EE | $4,755 | $6,343-25.0% | $5,984-20.5% | $5,287-10.1% |
| Admin fee / account holder | $249 | $9,817-97.5% | $8,357-97.0% | $10,133-97.5% |