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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,814 | $91,559-48.9% | $133,971-65.1% | $79,852-41.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 22.49% | 61.85%-39.4pp | 45.09%-22.6pp | 31.72%-9.2pp |
| Employer contribution / active EE | $2,232 | $2,384-6.4% | $3,919-43.0% | $2,471-9.7% |
| Participant deferral / active EE | $3,040 | $3,734-18.6% | $5,047-39.8% | $3,740-18.7% |
| Admin fee / account holder | $49 | $6,321-99.2% | $8,929-99.4% | $5,306-99.1% |