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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,779 | $60,349-15.9% | $74,184-31.6% | $62,881-19.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.11% | 21.38%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,036 | $1,680+21.2% | $2,370-14.1% | $2,281-10.7% |
| Participant deferral / active EE | $1,911 | $2,856-33.1% | $3,550-46.2% | $3,203-40.3% |
| Admin fee / account holder | $88 | $4,261-97.9% | $5,586-98.4% | $4,296-97.9% |