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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,277 | $96,562-43.8% | $80,976-33.0% | $273,968-80.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.93% | 15.14%-9.2pp | 17.10%-11.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,248 | $4,868-74.4% | $3,714-66.4% | $4,869-74.4% |
| Participant deferral / active EE | $1,583 | $6,597-76.0% | $5,696-72.2% | $5,287-70.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,516-100.0% | $10,132-100.0% |