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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,789 | $76,551-32.3% | $123,894-58.2% | $62,881-17.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.15% | 18.68%-6.5pp | 47.52%-35.4pp | 20.14%-8.0pp |
| Employer contribution / active EE | $12,120 | $2,882+320.5% | $4,617+162.5% | $2,281+431.3% |
| Participant deferral / active EE | $7,440 | $4,840+53.7% | $5,984+24.3% | $3,203+132.3% |
| Admin fee / account holder | $224 | $4,826-95.4% | $8,357-97.3% | $4,296-94.8% |