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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,620 | $84,236-51.8% | $170,435-76.2% | $70,126-42.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.64% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $3,028 | $3,387-10.6% | $5,432-44.3% | $2,343+29.2% |
| Participant deferral / active EE | $3,206 | $3,086+3.9% | $4,939-35.1% | $3,332-3.8% |
| Admin fee / account holder | $283 | $5,698-95.0% | $13,881-98.0% | $4,645-93.9% |