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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,899 | $102,609-57.2% | $98,090-55.2% | $138,895-68.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.71% | 36.44%-14.7pp | 37.05%-15.3pp | 145.39%-123.7pp |
| Employer contribution / active EE | $5,806 | $3,867+50.1% | $3,606+61.0% | $4,194+38.4% |
| Participant deferral / active EE | $9,196 | $8,167+12.6% | $7,845+17.2% | $6,396+43.8% |
| Admin fee / account holder | $197 | $11,434-98.3% | $11,815-98.3% | $12,562-98.4% |