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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,400 | $47,848-13.5% | $81,473-49.2% | $70,124-41.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 17.87% | 27.25%-9.4pp | 38.78%-20.9pp | 73.14%-55.3pp |
| Employer contribution / active EE | $7,763 | $1,527+408.3% | $2,568+202.3% | $2,342+231.4% |
| Participant deferral / active EE | $5,844 | $2,453+138.2% | $3,537+65.2% | $3,332+75.4% |
| Admin fee / account holder | $279 | $3,145-91.1% | $4,561-93.9% | $4,645-94.0% |