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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,584 | $56,438-17.5% | $76,872-39.4% | $71,511-34.9% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 14.34% | 19.05%-4.7pp | 37.90%-23.6pp | 28.86%-14.5pp |
| Employer contribution / active EE | $4,224 | $1,864+126.6% | $2,533+66.7% | $2,589+63.1% |
| Participant deferral / active EE | $3,406 | $3,136+8.6% | $3,832-11.1% | $4,291-20.6% |
| Admin fee / account holder | $108 | $1,430-92.5% | $5,476-98.0% | $1,588-93.2% |