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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,382 | $105,623-43.8% | $87,502-32.1% | $273,972-78.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.82% | 12.26%-5.4pp | 12.21%-5.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,252 | $3,141-60.1% | $2,550-50.9% | $4,869-74.3% |
| Participant deferral / active EE | $5,281 | $3,601+46.7% | $3,149+67.7% | $5,287-0.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |