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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,639 | $105,623-58.7% | $87,502-50.1% | $273,972-84.1% |
| Participation rate | 90.9% | 78.2%+12.7pp | 73.8%+17.1pp | 83.0%+7.9pp |
| Annual return | 0.90% | 12.26%-11.4pp | 12.21%-11.3pp | 41.46%-40.6pp |
| Employer contribution / active EE | $1,850 | $3,141-41.1% | $2,550-27.5% | $4,869-62.0% |
| Participant deferral / active EE | $4,282 | $3,601+18.9% | $3,149+36.0% | $5,287-19.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |