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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,039 | $70,486-33.3% | $100,535-53.2% | $79,856-41.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.26% | 21.90%-6.6pp | 30.90%-15.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $3,769 | $2,165+74.1% | $3,419+10.2% | $2,471+52.5% |
| Participant deferral / active EE | $4,327 | $5,182-16.5% | $6,271-31.0% | $3,741+15.7% |
| Admin fee / account holder | $180 | $4,480-96.0% | $8,085-97.8% | $5,306-96.6% |