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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,010 | $76,551-37.3% | $123,894-61.2% | $62,881-23.6% |
| Participation rate | 90.9% | 73.0%+17.9pp | 81.4%+9.5pp | 69.3%+21.6pp |
| Annual return | 6.07% | 18.68%-12.6pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,030 | $2,882+5.1% | $4,617-34.4% | $2,281+32.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |