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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,497 | $65,712-20.1% | $57,196-8.2% | $273,972-80.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.25% | 22.01%-10.8pp | 14.59%-3.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $5,312 | $3,280+61.9% | $2,683+98.0% | $4,869+9.1% |
| Participant deferral / active EE | $5,038 | $3,782+33.2% | $3,096+62.7% | $5,287-4.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |