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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,955 | $136,307-64.1% | $106,619-54.1% | $273,972-82.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.31% | 11.05%-3.7pp | 9.42%-2.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,615 | $5,190-30.4% | $3,947-8.4% | $4,869-25.8% |
| Participant deferral / active EE | $8,796 | $4,969+77.0% | $3,930+123.8% | $5,287+66.4% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |