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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,679 | $93,064-52.0% | $74,577-40.1% | $273,972-83.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 13.25% | 26.18%-12.9pp | 20.47%-7.2pp | 41.46%-28.2pp |
| Employer contribution / active EE | $2,412 | $3,160-23.7% | $2,525-4.5% | $4,869-50.5% |
| Participant deferral / active EE | $8,355 | $4,160+100.8% | $3,458+141.6% | $5,287+58.0% |
| Admin fee / account holder | $21 | $5,273-99.6% | $4,138-99.5% | $10,133-99.8% |