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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,814 | $76,407-46.6% | $150,298-72.8% | $82,448-50.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.54% | 39.99%-19.5pp | 62.79%-42.2pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,170 | $2,614-17.0% | $4,154-47.8% | $2,551-14.9% |
| Participant deferral / active EE | $6,282 | $3,214+95.4% | $5,453+15.2% | $4,139+51.8% |
| Admin fee / account holder | $219 | $6,352-96.6% | $14,116-98.5% | $7,234-97.0% |