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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,429 | $88,707-26.2% | $74,184-11.8% | $273,972-76.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.79% | 11.94%+1.8pp | 17.74%-3.9pp | 41.46%-27.7pp |
| Employer contribution / active EE | $3,750 | $3,159+18.7% | $2,370+58.2% | $4,869-23.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $212 | $8,717-97.6% | $5,586-96.2% | $10,133-97.9% |