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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,461 | $45,050-8.0% | $63,018-34.2% | $70,126-40.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.64% | 18.76%-7.1pp | 87.62%-76.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $2,306 | $2,052+12.4% | $2,761-16.5% | $2,343-1.5% |
| Participant deferral / active EE | $3,532 | $2,466+43.2% | $3,330+6.1% | $3,332+6.0% |
| Admin fee / account holder | $122 | $2,834-95.7% | $3,601-96.6% | $4,645-97.4% |