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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,336 | $93,064-35.2% | $74,577-19.1% | $273,972-78.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.29% | 26.18%-19.9pp | 20.47%-14.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,481 | $3,160-53.1% | $2,525-41.4% | $4,869-69.6% |
| Participant deferral / active EE | $6,476 | $4,160+55.7% | $3,458+87.3% | $5,287+22.5% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |