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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,873 | $99,345-52.8% | $84,753-44.7% | $273,972-82.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.37% | 22.93%-14.6pp | 22.78%-14.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,418 | $4,214-66.3% | $3,574-60.3% | $4,869-70.9% |
| Participant deferral / active EE | $13,175 | $4,270+208.6% | $3,712+254.9% | $5,287+149.2% |
| Admin fee / account holder | $45 | $6,645-99.3% | $5,333-99.2% | $10,133-99.6% |