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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,356 | $81,331-51.6% | $155,534-74.7% | $80,935-51.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.26% | 33.37%-20.1pp | 64.92%-51.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,285 | $3,105+5.8% | $4,675-29.7% | $2,757+19.2% |
| Participant deferral / active EE | $5,542 | $3,454+60.4% | $5,630-1.6% | $4,299+28.9% |
| Admin fee / account holder | $270 | $7,999-96.6% | $15,900-98.3% | $6,924-96.1% |