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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,531 | $153,311-70.3% | $109,313-58.3% | $273,972-83.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 15.57% | 29.86%-14.3pp | 22.07%-6.5pp | 41.46%-25.9pp |
| Employer contribution / active EE | $1,538 | $5,619-72.6% | $3,892-60.5% | $4,869-68.4% |
| Participant deferral / active EE | $1,121 | $3,932-71.5% | $3,166-64.6% | $5,287-78.8% |
| Admin fee / account holder | $15 | $8,076-99.8% | $5,666-99.7% | $10,133-99.9% |