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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,632 | $153,769-65.8% | $133,975-60.7% | $273,972-80.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.74% | 36.51%-23.8pp | 29.29%-16.6pp | 41.46%-28.7pp |
| Employer contribution / active EE | $2,427 | $6,029-59.8% | $5,211-53.4% | $4,869-50.2% |
| Participant deferral / active EE | $6,515 | $6,958-6.4% | $6,282+3.7% | $5,287+23.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |