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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,915 | $76,551-24.3% | $123,894-53.3% | $62,881-7.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.14% | 18.68%-7.5pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $3,234 | $2,882+12.2% | $4,617-30.0% | $2,281+41.8% |
| Participant deferral / active EE | $8,051 | $4,840+66.3% | $5,984+34.5% | $3,203+151.4% |
| Admin fee / account holder | $64 | $4,826-98.7% | $8,357-99.2% | $4,296-98.5% |