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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,289 | $56,287-35.5% | $80,977-55.2% | $62,881-42.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 8.76% | 22.13%-13.4pp | 17.11%-8.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,364 | $1,943+124.6% | $3,715+17.5% | $2,281+91.3% |
| Participant deferral / active EE | $3,758 | $4,196-10.4% | $5,696-34.0% | $3,203+17.3% |
| Admin fee / account holder | $19 | $3,742-99.5% | $5,517-99.7% | $4,296-99.6% |