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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,048 | $65,685-16.2% | $57,181-3.7% | $273,968-79.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.31% | 21.99%-14.7pp | 14.59%-7.3pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,235 | $3,279-31.8% | $2,682-16.7% | $4,869-54.1% |
| Participant deferral / active EE | $6,803 | $3,781+79.9% | $3,096+119.7% | $5,287+28.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |