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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,135 | $87,059-25.2% | $105,608-38.3% | $80,925-19.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.76% | 17.05%-1.3pp | 116.50%-100.7pp | 35.65%-19.9pp |
| Employer contribution / active EE | $3,165 | $2,396+32.1% | $3,1670% | $2,756+14.8% |
| Participant deferral / active EE | $9,285 | $3,986+132.9% | $5,010+85.3% | $4,299+116.0% |
| Admin fee / account holder | $135 | $8,443-98.4% | $11,028-98.8% | $6,940-98.1% |