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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,924 | $81,331-32.5% | $155,534-64.7% | $80,935-32.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.53% | 33.37%-17.8pp | 64.92%-49.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $3,594 | $3,105+15.7% | $4,675-23.1% | $2,757+30.4% |
| Participant deferral / active EE | $5,594 | $3,454+61.9% | $5,630-0.6% | $4,299+30.1% |
| Admin fee / account holder | $257 | $7,999-96.8% | $15,900-98.4% | $6,924-96.3% |