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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,023 | $72,177-33.5% | $115,038-58.3% | $59,633-19.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.54% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $2,897 | $2,841+2.0% | $4,608-37.1% | $2,203+31.5% |
| Participant deferral / active EE | $3,624 | $4,783-24.2% | $6,026-39.9% | $3,192+13.5% |
| Admin fee / account holder | $263 | $4,927-94.7% | $8,175-96.8% | $4,297-93.9% |