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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,973 | $99,345-50.7% | $84,753-42.2% | $273,972-82.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.90% | 22.93%-17.0pp | 22.78%-16.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,028 | $4,214-51.9% | $3,574-43.3% | $4,869-58.4% |
| Participant deferral / active EE | $4,934 | $4,270+15.6% | $3,712+32.9% | $5,287-6.7% |
| Admin fee / account holder | $147 | $6,645-97.8% | $5,333-97.2% | $10,133-98.5% |