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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,510 | $58,099-18.2% | $76,902-38.2% | $75,177-36.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 16.03% | 26.71%-10.7pp | 37.91%-21.9pp | 160.75%-144.7pp |
| Employer contribution / active EE | $7,515 | $1,996+276.6% | $2,534+196.6% | $2,671+181.4% |
| Participant deferral / active EE | $3,940 | $2,999+31.4% | $3,833+2.8% | $4,126-4.5% |
| Admin fee / account holder | $120 | $4,778-97.5% | $5,479-97.8% | $5,651-97.9% |