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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,398 | $65,367-53.5% | $92,915-67.3% | $72,976-58.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.05% | 42.11%-24.1pp | 109.45%-91.4pp | 81.02%-63.0pp |
| Employer contribution / active EE | $4,428 | $2,594+70.7% | $3,653+21.2% | $2,440+81.5% |
| Participant deferral / active EE | $4,501 | $3,128+43.9% | $4,238+6.2% | $3,608+24.8% |
| Admin fee / account holder | $100 | $4,251-97.7% | $5,796-98.3% | $5,124-98.1% |