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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,142 | $136,307-62.5% | $106,619-52.0% | $273,972-81.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.04% | 11.05%-4.0pp | 9.42%-2.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,469 | $5,190-71.7% | $3,947-62.8% | $4,869-69.8% |
| Participant deferral / active EE | $9,641 | $4,969+94.0% | $3,930+145.3% | $5,287+82.3% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |