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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,924 | $81,233-32.4% | $155,567-64.7% | $80,874-32.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.53% | 33.33%-17.8pp | 64.74%-49.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $3,594 | $3,101+15.9% | $4,674-23.1% | $2,756+30.4% |
| Participant deferral / active EE | $5,594 | $3,452+62.0% | $5,628-0.6% | $4,297+30.2% |
| Admin fee / account holder | $257 | $7,998-96.8% | $15,916-98.4% | $6,935-96.3% |