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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,061 | $135,953-63.2% | $123,893-59.6% | $273,965-81.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.81% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,819 | $5,170-64.8% | $4,617-60.6% | $4,869-62.6% |
| Participant deferral / active EE | $6,023 | $6,343-5.0% | $5,984+0.7% | $5,287+13.9% |
| Admin fee / account holder | $28 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |