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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,820 | $93,064-46.5% | $74,577-33.2% | $273,970-81.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.12% | 26.18%-18.1pp | 20.47%-12.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,851 | $3,160-41.4% | $2,525-26.7% | $4,869-62.0% |
| Participant deferral / active EE | $4,542 | $4,160+9.2% | $3,458+31.3% | $5,287-14.1% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,132-100.0% |