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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,385 | $71,215-37.7% | $93,696-52.6% | $80,935-45.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 14.53% | 11.27%+3.3pp | 133.74%-119.2pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,976 | $1,565+26.2% | $2,422-18.4% | $2,757-28.3% |
| Participant deferral / active EE | $1,936 | $4,037-52.0% | $4,417-56.2% | $4,299-55.0% |
| Admin fee / account holder | $251 | $6,958-96.4% | $8,287-97.0% | $6,924-96.4% |