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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,797 | $82,979-40.0% | $102,412-51.4% | $77,736-35.9% |
| Participation rate | 99.8% | 71.5%+28.2pp | 74.5%+25.3pp | 70.6%+29.2pp |
| Annual return | 15.61% | 19.11%-3.5pp | 24.94%-9.3pp | 31.26%-15.6pp |
| Employer contribution / active EE | $3,111 | $3,554-12.5% | $3,870-19.6% | $2,728+14.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $18 | $639-97.2% | $8,388-99.8% | $433-95.9% |