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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,503 | $103,949-54.3% | $69,182-31.3% | $273,972-82.7% |
| Participation rate | 85.7% | 67.4%+18.4pp | 55.1%+30.6pp | 83.0%+2.7pp |
| Annual return | 2.61% | 35.28%-32.7pp | -21.93%+24.5pp | 41.46%-38.8pp |
| Employer contribution / active EE | $1,919 | $1,783+7.6% | $1,206+59.1% | $4,869-60.6% |
| Participant deferral / active EE | $3,931 | $2,716+44.7% | $1,897+107.2% | $5,287-25.7% |
| Admin fee / account holder | $56 | $3,671-98.5% | $2,697-97.9% | $10,133-99.4% |