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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,890 | $136,307-68.5% | $106,619-59.8% | $273,972-84.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 14.14% | 11.05%+3.1pp | 9.42%+4.7pp | 41.46%-27.3pp |
| Employer contribution / active EE | $1,623 | $5,190-68.7% | $3,947-58.9% | $4,869-66.7% |
| Participant deferral / active EE | $4,644 | $4,969-6.5% | $3,930+18.2% | $5,287-12.2% |
| Admin fee / account holder | $70 | $8,625-99.2% | $6,418-98.9% | $10,133-99.3% |