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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,669 | $153,311-72.8% | $109,313-61.9% | $273,972-84.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.82% | 29.86%-27.0pp | 22.07%-19.2pp | 41.46%-38.6pp |
| Employer contribution / active EE | $6,240 | $5,619+11.0% | $3,892+60.3% | $4,869+28.2% |
| Participant deferral / active EE | $6,857 | $3,932+74.4% | $3,166+116.6% | $5,287+29.7% |
| Admin fee / account holder | $74 | $8,076-99.1% | $5,666-98.7% | $10,133-99.3% |