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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,337 | $76,551-47.3% | $123,894-67.4% | $62,881-35.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.24% | 18.68%-7.4pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,389 | $2,882-17.1% | $4,617-48.3% | $2,281+4.7% |
| Participant deferral / active EE | $3,596 | $4,840-25.7% | $5,984-39.9% | $3,203+12.3% |
| Admin fee / account holder | $70 | $4,826-98.6% | $8,357-99.2% | $4,296-98.4% |