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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,243 | $65,712-28.1% | $57,196-17.4% | $273,972-82.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.12% | 22.01%-14.9pp | 14.59%-7.5pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,840 | $3,280-43.9% | $2,683-31.4% | $4,869-62.2% |
| Participant deferral / active EE | $7,479 | $3,782+97.7% | $3,096+141.5% | $5,287+41.4% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |