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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,147 | $107,666-51.6% | $102,184-49.0% | $154,746-66.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.22% | 29.33%-11.1pp | 31.58%-13.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,338 | $3,846-39.2% | $3,594-34.9% | $4,379-46.6% |
| Participant deferral / active EE | $6,179 | $8,719-29.1% | $8,309-25.6% | $6,730-8.2% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |