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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,732 | $136,307-63.5% | $106,619-53.4% | $273,972-81.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 11.46% | 11.05%+0.4pp | 9.42%+2.0pp | 41.46%-30.0pp |
| Employer contribution / active EE | $7,235 | $5,190+39.4% | $3,947+83.3% | $4,869+48.6% |
| Participant deferral / active EE | $4,377 | $4,969-11.9% | $3,930+11.4% | $5,287-17.2% |
| Admin fee / account holder | $24 | $8,625-99.7% | $6,418-99.6% | $10,133-99.8% |