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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,440 | $99,345-61.3% | $84,753-54.6% | $273,972-86.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.91% | 22.93%-14.0pp | 22.78%-13.9pp | 41.46%-32.5pp |
| Employer contribution / active EE | $6,371 | $4,214+51.2% | $3,574+78.2% | $4,869+30.9% |
| Participant deferral / active EE | $4,296 | $4,270+0.6% | $3,712+15.7% | $5,287-18.8% |
| Admin fee / account holder | $278 | $6,645-95.8% | $5,333-94.8% | $10,133-97.3% |