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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,508 | $57,065-11.5% | $75,670-33.3% | $70,131-28.0% |
| Participation rate | 92.3% | 68.1%+24.2pp | 72.3%+20.0pp | 69.5%+22.8pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,158 | $1,817+18.8% | $2,352-8.3% | $2,342-7.9% |
| Participant deferral / active EE | $3,672 | $2,580+42.3% | $3,142+16.9% | $3,332+10.2% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |