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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,918 | $75,963-36.9% | $97,995-51.1% | $70,126-31.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 15.62% | 19.26%-3.6pp | 23.94%-8.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $2,947 | $3,278-10.1% | $4,158-29.1% | $2,343+25.8% |
| Participant deferral / active EE | $2,775 | $4,053-31.5% | $5,097-45.6% | $3,332-16.7% |
| Admin fee / account holder | $9 | $5,407-99.8% | $5,943-99.8% | $4,645-99.8% |