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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,032 | $93,064-51.6% | $74,577-39.6% | $273,972-83.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.79% | 26.18%-18.4pp | 20.47%-12.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $4,064 | $3,160+28.6% | $2,525+60.9% | $4,869-16.5% |
| Participant deferral / active EE | $4,369 | $4,160+5.0% | $3,458+26.3% | $5,287-17.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |