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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,082 | $76,552-34.6% | $123,893-59.6% | $62,891-20.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.27% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,069 | $2,883-28.2% | $4,617-55.2% | $2,281-9.3% |
| Participant deferral / active EE | $4,184 | $4,840-13.6% | $5,984-30.1% | $3,203+30.6% |
| Admin fee / account holder | $100 | $4,826-97.9% | $8,357-98.8% | $4,296-97.7% |