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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,245 | $153,769-67.3% | $133,975-62.5% | $273,972-81.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.88% | 36.51%-31.6pp | 29.29%-24.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,421 | $6,029-59.8% | $5,211-53.5% | $4,869-50.3% |
| Participant deferral / active EE | $14,769 | $6,958+112.2% | $6,282+135.1% | $5,287+179.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |