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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,112 | $132,310-60.6% | $105,754-50.7% | $273,972-81.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.33% | 10.08%-2.8pp | 12.25%-4.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $11,116 | $4,867+128.4% | $4,079+172.5% | $4,869+128.3% |
| Participant deferral / active EE | $9,377 | $6,233+50.4% | $5,326+76.1% | $5,287+77.4% |
| Admin fee / account holder | $66 | $12,036-99.5% | $8,309-99.2% | $10,133-99.3% |