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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,048 | $71,208-33.9% | $93,681-49.8% | $80,911-41.9% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.6%+30.0pp |
| Annual return | 12.69% | 11.27%+1.4pp | 133.47%-120.8pp | 35.63%-22.9pp |
| Employer contribution / active EE | $3,185 | $1,564+103.6% | $2,422+31.5% | $2,756+15.6% |
| Participant deferral / active EE | $2,154 | $4,035-46.6% | $4,415-51.2% | $4,297-49.9% |
| Admin fee / account holder | $133 | $6,951-98.1% | $8,290-98.4% | $6,935-98.1% |