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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,805 | $103,949-60.7% | $69,182-41.0% | $273,972-85.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.61% | 35.28%-27.7pp | -21.93%+29.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,549 | $1,783+99.0% | $1,206+194.2% | $4,869-27.1% |
| Participant deferral / active EE | $3,170 | $2,716+16.7% | $1,897+67.1% | $5,287-40.0% |
| Admin fee / account holder | $174 | $3,671-95.3% | $2,697-93.6% | $10,133-98.3% |