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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,783 | $79,961-34.0% | $98,462-46.4% | $75,177-29.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.08% | 19.75%-6.7pp | 21.17%-8.1pp | 160.75%-147.7pp |
| Employer contribution / active EE | $3,317 | $2,264+46.5% | $3,049+8.8% | $2,671+24.2% |
| Participant deferral / active EE | $6,438 | $3,753+71.6% | $4,738+35.9% | $4,126+56.0% |
| Admin fee / account holder | $60 | $6,842-99.1% | $8,875-99.3% | $5,651-98.9% |