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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,015 | $65,364-15.8% | $92,909-40.8% | $72,975-24.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.26% | 42.11%-20.8pp | 109.44%-88.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,967 | $2,594-24.2% | $3,653-46.2% | $2,440-19.4% |
| Participant deferral / active EE | $4,765 | $3,128+52.3% | $4,238+12.4% | $3,608+32.1% |
| Admin fee / account holder | $291 | $4,251-93.2% | $5,795-95.0% | $5,124-94.3% |