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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,659 | $65,712-33.6% | $57,196-23.7% | $273,972-84.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.10% | 22.01%-13.9pp | 14.59%-6.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $12,323 | $3,280+275.7% | $2,683+359.3% | $4,869+153.1% |
| Participant deferral / active EE | $4,803 | $3,782+27.0% | $3,096+55.1% | $5,287-9.2% |
| Admin fee / account holder | $164 | $4,838-96.6% | $3,141-94.8% | $10,133-98.4% |