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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,170 | $54,541-26.3% | $78,778-49.0% | $70,126-42.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 18.08% | 21.07%-3.0pp | 35.62%-17.5pp | 73.15%-55.1pp |
| Employer contribution / active EE | $6,873 | $1,089+531.4% | $1,986+246.2% | $2,343+193.4% |
| Participant deferral / active EE | $2,119 | $2,210-4.1% | $2,958-28.4% | $3,332-36.4% |
| Admin fee / account holder | $11 | $3,709-99.7% | $5,134-99.8% | $4,645-99.8% |