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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,459 | $92,219-45.3% | $76,768-34.3% | $135,379-62.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | 3.66% | 5.46%-1.8pp | 2.43%+1.2pp | 519.79%-516.1pp |
| Employer contribution / active EE | $2,962 | $3,216-7.9% | $2,485+19.2% | $4,779-38.0% |
| Participant deferral / active EE | $5,845 | $4,508+29.7% | $3,852+51.8% | $5,609+4.2% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |