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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,750 | $107,666-48.2% | $102,184-45.4% | $154,746-64.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 21.07% | 29.33%-8.3pp | 31.58%-10.5pp | 172.34%-151.3pp |
| Employer contribution / active EE | $5,711 | $3,846+48.5% | $3,594+58.9% | $4,379+30.4% |
| Participant deferral / active EE | $13,999 | $8,719+60.5% | $8,309+68.5% | $6,730+108.0% |
| Admin fee / account holder | $119 | $12,943-99.1% | $11,609-99.0% | $14,365-99.2% |