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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,872 | $72,272-49.0% | $101,264-63.6% | $79,858-53.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 26.81% | 22.30%+4.5pp | 46.48%-19.7pp | 31.72%-4.9pp |
| Employer contribution / active EE | $2,431 | $2,692-9.7% | $3,660-33.6% | $2,471-1.6% |
| Participant deferral / active EE | $2,882 | $3,282-12.2% | $4,370-34.1% | $3,740-22.9% |
| Admin fee / account holder | $63 | $4,401-98.6% | $5,947-98.9% | $5,306-98.8% |