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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,621 | $123,793-48.6% | $177,840-64.2% | $79,852-20.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.09% | 22.82%-2.7pp | 48.32%-28.2pp | 31.72%-11.6pp |
| Employer contribution / active EE | $3,794 | $4,095-7.4% | $5,919-35.9% | $2,471+53.5% |
| Participant deferral / active EE | $3,258 | $5,956-45.3% | $7,714-57.8% | $3,740-12.9% |
| Admin fee / account holder | $251 | $7,243-96.5% | $12,431-98.0% | $5,306-95.3% |