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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,844 | $107,809-50.1% | $97,032-44.5% | $155,188-65.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 10.79% | 38.06%-27.3pp | 35.38%-24.6pp | 148.84%-138.0pp |
| Employer contribution / active EE | $7,383 | $2,911+153.6% | $2,629+180.8% | $4,248+73.8% |
| Participant deferral / active EE | $9,183 | $5,129+79.0% | $4,672+96.5% | $6,531+40.6% |
| Admin fee / account holder | $286 | $10,717-97.3% | $9,418-97.0% | $14,480-98.0% |