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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,989 | $96,558-41.0% | $80,977-29.6% | $273,972-79.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.95% | 15.14%-10.2pp | 17.11%-12.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $3,436 | $4,869-29.4% | $3,715-7.5% | $4,869-29.4% |
| Participant deferral / active EE | $4,035 | $6,598-38.8% | $5,696-29.2% | $5,287-23.7% |
| Admin fee / account holder | $252 | $7,493-96.6% | $5,517-95.4% | $10,133-97.5% |