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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,928 | $45,050-20.2% | $63,018-43.0% | $70,126-48.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 20.06% | 18.76%+1.3pp | 87.62%-67.6pp | 73.15%-53.1pp |
| Employer contribution / active EE | $4,240 | $2,052+106.7% | $2,761+53.6% | $2,343+81.0% |
| Participant deferral / active EE | $2,120 | $2,466-14.0% | $3,330-36.3% | $3,332-36.4% |
| Admin fee / account holder | $112 | $2,834-96.0% | $3,601-96.9% | $4,645-97.6% |