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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,777 | $88,707-40.5% | $74,184-28.9% | $273,972-80.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.50% | 11.94%-0.4pp | 17.74%-6.2pp | 41.46%-30.0pp |
| Employer contribution / active EE | $12,599 | $3,159+298.8% | $2,370+431.6% | $4,869+158.8% |
| Participant deferral / active EE | $7,621 | $4,212+80.9% | $3,550+114.7% | $5,287+44.1% |
| Admin fee / account holder | $280 | $8,717-96.8% | $5,586-95.0% | $10,133-97.2% |