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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,399 | $81,358-40.5% | $155,556-68.9% | $80,959-40.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.52% | 33.39%-17.9pp | 64.84%-49.3pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,146 | $3,106-30.9% | $4,675-54.1% | $2,757-22.2% |
| Participant deferral / active EE | $3,699 | $3,455+7.0% | $5,631-34.3% | $4,300-14.0% |
| Admin fee / account holder | $26 | $7,994-99.7% | $15,885-99.8% | $6,925-99.6% |