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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,886 | $96,956-48.5% | $69,779-28.5% | $273,972-81.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 7.16% | 12.93%-5.8pp | 12.99%-5.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $721 | $3,316-78.3% | $2,338-69.2% | $4,869-85.2% |
| Participant deferral / active EE | $1,460 | $3,744-61.0% | $2,931-50.2% | $5,287-72.4% |
| Admin fee / account holder | $241 | $7,934-97.0% | $4,381-94.5% | $10,133-97.6% |