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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,981 | $48,364-7.0% | $71,796-37.3% | $62,881-28.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 4.99% | 13.16%-8.2pp | 78.04%-73.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,293 | $1,042+24.1% | $1,924-32.8% | $2,281-43.3% |
| Participant deferral / active EE | $3,152 | $2,091+50.7% | $2,794+12.8% | $3,203-1.6% |
| Admin fee / account holder | $221 | $3,771-94.1% | $4,815-95.4% | $4,296-94.8% |