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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,267 | $99,345-59.5% | $84,753-52.5% | $273,972-85.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.53% | 22.93%-7.4pp | 22.78%-7.3pp | 41.46%-25.9pp |
| Employer contribution / active EE | $15,342 | $4,214+264.1% | $3,574+329.2% | $4,869+215.1% |
| Participant deferral / active EE | $6,445 | $4,270+50.9% | $3,712+73.6% | $5,287+21.9% |
| Admin fee / account holder | $243 | $6,645-96.3% | $5,333-95.4% | $10,133-97.6% |