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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,768 | $81,358-40.1% | $155,556-68.6% | $80,959-39.8% |
| Participation rate | 96.7% | 66.3%+30.4pp | 78.2%+18.4pp | 67.7%+29.0pp |
| Annual return | 13.10% | 33.39%-20.3pp | 64.84%-51.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $3,942 | $3,106+26.9% | $4,675-15.7% | $2,757+43.0% |
| Participant deferral / active EE | $2,469 | $3,455-28.6% | $5,631-56.2% | $4,300-42.6% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |