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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,082 | $105,623-59.2% | $87,502-50.8% | $273,972-84.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 73.8%+11.9pp | 83.0%+2.7pp |
| Annual return | 10.54% | 12.26%-1.7pp | 12.21%-1.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $4,961 | $3,141+58.0% | $2,550+94.6% | $4,869+1.9% |
| Participant deferral / active EE | $9,054 | $3,601+151.5% | $3,149+187.5% | $5,287+71.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |