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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,061 | $65,712-26.9% | $57,196-16.0% | $273,972-82.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.77% | 22.01%-17.2pp | 14.59%-9.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,824 | $3,280-44.4% | $2,683-32.0% | $4,869-62.5% |
| Participant deferral / active EE | $17,369 | $3,782+359.3% | $3,096+461.0% | $5,287+228.5% |
| Admin fee / account holder | $30 | $4,838-99.4% | $3,141-99.0% | $10,133-99.7% |