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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,175 | $107,666-54.3% | $102,184-51.9% | $154,746-68.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.68% | 29.33%-9.7pp | 31.58%-11.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $3,859 | $3,846+0.3% | $3,594+7.4% | $4,379-11.9% |
| Participant deferral / active EE | $6,432 | $8,719-26.2% | $8,309-22.6% | $6,730-4.4% |
| Admin fee / account holder | $69 | $12,943-99.5% | $11,609-99.4% | $14,365-99.5% |