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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,391 | $96,558-48.8% | $80,977-39.0% | $273,972-82.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.99% | 15.14%-7.2pp | 17.11%-9.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $5,313 | $4,869+9.1% | $3,715+43.0% | $4,869+9.1% |
| Participant deferral / active EE | $6,164 | $6,598-6.6% | $5,696+8.2% | $5,287+16.6% |
| Admin fee / account holder | $9 | $7,493-99.9% | $5,517-99.8% | $10,133-99.9% |