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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,907 | $76,551-20.4% | $123,894-50.8% | $62,881-3.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.44% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $4,464 | $2,882+54.9% | $4,617-3.3% | $2,281+95.7% |
| Participant deferral / active EE | $2,807 | $4,840-42.0% | $5,984-53.1% | $3,203-12.4% |
| Admin fee / account holder | $199 | $4,826-95.9% | $8,357-97.6% | $4,296-95.4% |