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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,251 | $64,359-20.4% | $90,161-43.2% | $70,124-26.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 36.51% | 28.13%+8.4pp | 34.89%+1.6pp | 73.14%-36.6pp |
| Employer contribution / active EE | $2,506 | $2,046+22.5% | $3,318-24.5% | $2,342+7.0% |
| Participant deferral / active EE | $3,431 | $4,389-21.8% | $5,287-35.1% | $3,332+3.0% |
| Admin fee / account holder | $150 | $3,945-96.2% | $5,943-97.5% | $4,645-96.8% |