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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,185 | $86,922-42.3% | $102,438-51.0% | $80,874-37.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.98% | 18.90%-6.9pp | 29.37%-17.4pp | 35.62%-23.6pp |
| Employer contribution / active EE | $4,072 | $2,369+71.8% | $3,024+34.7% | $2,756+47.8% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $172 | $8,050-97.9% | $9,448-98.2% | $6,935-97.5% |