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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,959 | $40,275+31.5% | $57,356-7.7% | $59,633-11.2% |
| Participation rate | 89.7% | 69.1%+20.5pp | 75.1%+14.6pp | 68.7%+21.0pp |
| Annual return | 1.83% | 27.52%-25.7pp | 24.41%-22.6pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,166 | $2,400+73.6% | $3,162+31.8% | $3,192+30.5% |
| Admin fee / account holder | $23 | $2,820-99.2% | $3,357-99.3% | $4,297-99.5% |