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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,186 | $153,311-69.9% | $109,313-57.7% | $273,972-83.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.17% | 29.86%-23.7pp | 22.07%-15.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $9,665 | $5,619+72.0% | $3,892+148.3% | $4,869+98.5% |
| Participant deferral / active EE | $6,965 | $3,932+77.1% | $3,166+120.0% | $5,287+31.7% |
| Admin fee / account holder | $172 | $8,076-97.9% | $5,666-97.0% | $10,133-98.3% |