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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,018 | $136,307-60.4% | $106,619-49.3% | $273,972-80.3% |
| Participation rate | 94.4% | 84.8%+9.7pp | 78.0%+16.4pp | 83.0%+11.4pp |
| Annual return | 8.57% | 11.05%-2.5pp | 9.42%-0.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $5,152 | $5,190-0.7% | $3,947+30.5% | $4,869+5.8% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |