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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,387 | $81,476-38.2% | $102,383-50.8% | $80,925-37.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.32% | 25.59%-14.3pp | 24.94%-13.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $4,258 | $3,105+37.2% | $3,870+10.0% | $2,756+54.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |