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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,387 | $81,446-38.1% | $103,374-51.3% | $80,874-37.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.32% | 25.57%-14.2pp | 24.89%-13.6pp | 35.62%-24.3pp |
| Employer contribution / active EE | $4,258 | $3,107+37.1% | $3,869+10.1% | $2,756+54.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |