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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,543 | $87,546-37.7% | $75,784-28.0% | $125,389-56.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.08% | 13.49%-11.4pp | 9.68%-7.6pp | 282.24%-280.2pp |
| Employer contribution / active EE | $5,203 | $3,930+32.4% | $3,323+56.5% | $4,866+6.9% |
| Participant deferral / active EE | $4,816 | $4,230+13.9% | $3,652+31.9% | $5,352-10.0% |
| Admin fee / account holder | $241 | $6,503-96.3% | $5,300-95.5% | $9,541-97.5% |