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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,907 | $90,486-51.5% | $78,676-44.2% | $273,972-84.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.45% | 75.62%-69.2pp | 62.19%-55.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,341 | $3,175+5.2% | $2,850+17.2% | $4,869-31.4% |
| Participant deferral / active EE | $4,440 | $3,901+13.8% | $3,517+26.3% | $5,287-16.0% |
| Admin fee / account holder | $85 | $5,263-98.4% | $4,510-98.1% | $10,133-99.2% |