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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,280 | $87,542-43.7% | $75,782-35.0% | $125,393-60.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 5.37% | 13.48%-8.1pp | 9.68%-4.3pp | 282.23%-276.9pp |
| Employer contribution / active EE | $4,790 | $3,930+21.9% | $3,323+44.1% | $4,866-1.6% |
| Participant deferral / active EE | $2,183 | $4,229-48.4% | $3,652-40.2% | $5,351-59.2% |
| Admin fee / account holder | $289 | $6,502-95.6% | $5,300-94.5% | $9,541-97.0% |