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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,185 | $86,940-42.3% | $102,434-51.0% | $80,935-38.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.98% | 18.89%-6.9pp | 29.46%-17.5pp | 35.66%-23.7pp |
| Employer contribution / active EE | $4,072 | $2,370+71.8% | $3,023+34.7% | $2,757+47.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $172 | $8,047-97.9% | $9,462-98.2% | $6,924-97.5% |