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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,045 | $138,385-62.4% | $184,243-71.8% | $80,925-35.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 17.29% | 20.02%-2.7pp | 28.82%-11.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $8,324 | $4,851+71.6% | $6,427+29.5% | $2,756+202.0% |
| Participant deferral / active EE | $6,793 | $7,075-4.0% | $9,132-25.6% | $4,299+58.0% |
| Admin fee / account holder | $192 | $10,489-98.2% | $13,914-98.6% | $6,940-97.2% |