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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,242 | $88,707-35.5% | $74,184-22.8% | $273,972-79.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.91% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $6,133 | $3,159+94.1% | $2,370+158.8% | $4,869+26.0% |
| Participant deferral / active EE | $3,993 | $4,212-5.2% | $3,550+12.5% | $5,287-24.5% |
| Admin fee / account holder | $5 | $8,717-99.9% | $5,586-99.9% | $10,133-99.9% |