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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,147 | $65,685-8.4% | $57,181+5.2% | $273,968-78.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.47% | 21.99%-16.5pp | 14.59%-9.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,383 | $3,279-57.8% | $2,682-48.4% | $4,869-71.6% |
| Participant deferral / active EE | $1,150 | $3,781-69.6% | $3,096-62.9% | $5,287-78.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |