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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,026 | $72,269-40.5% | $101,271-57.5% | $79,852-46.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.90% | 22.29%-4.4pp | 46.48%-28.6pp | 31.72%-13.8pp |
| Employer contribution / active EE | $2,548 | $2,692-5.3% | $3,660-30.4% | $2,471+3.1% |
| Participant deferral / active EE | $4,309 | $3,282+31.3% | $4,371-1.4% | $3,740+15.2% |
| Admin fee / account holder | $242 | $4,401-94.5% | $5,948-95.9% | $5,306-95.4% |