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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,477 | $64,311-26.2% | $57,356-17.2% | $125,389-62.1% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.1%+15.8pp | 83.2%+7.7pp |
| Annual return | 1.43% | 25.14%-23.7pp | 24.41%-23.0pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,878 | $3,193-41.2% | $2,689-30.1% | $4,866-61.4% |
| Participant deferral / active EE | $6,091 | $3,846+58.4% | $3,162+92.6% | $5,352+13.8% |
| Admin fee / account holder | $35 | $5,243-99.3% | $3,357-98.9% | $9,541-99.6% |