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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,955 | $81,358-52.1% | $155,556-75.0% | $80,959-51.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.42% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $5,813 | $3,106+87.1% | $4,675+24.3% | $2,757+110.8% |
| Participant deferral / active EE | $5,214 | $3,455+50.9% | $5,631-7.4% | $4,300+21.2% |
| Admin fee / account holder | $68 | $7,994-99.1% | $15,885-99.6% | $6,925-99.0% |