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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,948 | $57,828-25.7% | $117,039-63.3% | $70,124-38.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.34% | 17.55%-2.2pp | 18.95%-3.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $3,251 | $1,816+79.0% | $3,785-14.1% | $2,342+38.8% |
| Participant deferral / active EE | $5,078 | $2,438+108.3% | $3,929+29.2% | $3,332+52.4% |
| Admin fee / account holder | $1 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |