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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,149 | $88,707-32.2% | $74,184-18.9% | $273,972-78.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.91% | 11.94%-7.0pp | 17.74%-12.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,993 | $3,159-36.9% | $2,370-15.9% | $4,869-59.1% |
| Participant deferral / active EE | $6,588 | $4,212+56.4% | $3,550+85.6% | $5,287+24.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |