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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,423 | $112,729-51.7% | $98,716-44.9% | $137,256-60.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.79% | 38.48%-23.7pp | 31.81%-17.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,850 | $2,725+4.6% | $2,279+25.1% | $4,156-31.4% |
| Participant deferral / active EE | $2,394 | $4,640-48.4% | $4,048-40.9% | $6,407-62.6% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |