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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,674 | $88,707-42.9% | $74,184-31.7% | $273,972-81.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.17% | 11.94%-8.8pp | 17.74%-14.6pp | 41.46%-38.3pp |
| Employer contribution / active EE | $1,922 | $3,159-39.2% | $2,370-18.9% | $4,869-60.5% |
| Participant deferral / active EE | $4,490 | $4,212+6.6% | $3,550+26.5% | $5,287-15.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |