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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,382 | $106,749-59.4% | $145,433-70.2% | $82,448-47.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.86% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,283 | $3,444-4.7% | $4,554-27.9% | $2,551+28.7% |
| Participant deferral / active EE | $7,082 | $6,519+8.6% | $7,897-10.3% | $4,139+71.1% |
| Admin fee / account holder | $183 | $8,390-97.8% | $13,129-98.6% | $7,234-97.5% |