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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,965 | $132,310-69.8% | $105,754-62.2% | $273,972-85.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 11.76% | 10.08%+1.7pp | 12.25%-0.5pp | 41.46%-29.7pp |
| Employer contribution / active EE | $7,299 | $4,867+50.0% | $4,079+79.0% | $4,869+49.9% |
| Participant deferral / active EE | $3,498 | $6,233-43.9% | $5,326-34.3% | $5,287-33.8% |
| Admin fee / account holder | $138 | $12,036-98.9% | $8,309-98.3% | $10,133-98.6% |