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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,768 | $81,276-40.0% | $155,574-68.7% | $80,925-39.7% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.7%+29.0pp |
| Annual return | 13.10% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $3,942 | $3,103+27.1% | $4,676-15.7% | $2,756+43.0% |
| Participant deferral / active EE | $2,469 | $3,453-28.5% | $5,629-56.1% | $4,299-42.6% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |