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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,287 | $93,064-53.5% | $74,577-42.0% | $273,972-84.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.13% | 26.18%-19.1pp | 20.47%-13.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,271 | $3,160-28.1% | $2,525-10.1% | $4,869-53.4% |
| Participant deferral / active EE | $5,300 | $4,160+27.4% | $3,458+53.3% | $5,287+0.2% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |