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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,749 | $153,311-64.9% | $109,313-50.8% | $273,972-80.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.82% | 29.86%-22.0pp | 22.07%-14.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,540 | $3,932-10.0% | $3,166+11.8% | $5,287-33.0% |
| Admin fee / account holder | $54 | $8,076-99.3% | $5,666-99.1% | $10,133-99.5% |