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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,048 | $71,197-33.9% | $93,669-49.8% | $80,925-41.9% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.7%+30.0pp |
| Annual return | 12.69% | 11.27%+1.4pp | 133.59%-120.9pp | 35.65%-23.0pp |
| Employer contribution / active EE | $3,185 | $1,565+103.6% | $2,424+31.4% | $2,756+15.6% |
| Participant deferral / active EE | $2,154 | $4,036-46.6% | $4,416-51.2% | $4,299-49.9% |
| Admin fee / account holder | $133 | $6,959-98.1% | $8,291-98.4% | $6,940-98.1% |