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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,175 | $100,970-51.3% | $96,576-49.1% | $137,256-64.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.68% | 38.16%-18.5pp | 38.47%-18.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,859 | $3,809+1.3% | $3,553+8.6% | $4,156-7.2% |
| Participant deferral / active EE | $6,432 | $8,286-22.4% | $7,956-19.2% | $6,407+0.4% |
| Admin fee / account holder | $69 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |