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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,409 | $107,809-58.8% | $97,032-54.2% | $155,188-71.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 22.07% | 38.06%-16.0pp | 35.38%-13.3pp | 148.84%-126.8pp |
| Employer contribution / active EE | $2,559 | $2,911-12.1% | $2,629-2.7% | $4,248-39.8% |
| Participant deferral / active EE | $5,390 | $5,129+5.1% | $4,672+15.4% | $6,531-17.5% |
| Admin fee / account holder | $289 | $10,717-97.3% | $9,418-96.9% | $14,480-98.0% |