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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,848 | $50,385+0.9% | $75,501-32.7% | $62,293-18.4% |
| Participation rate | 99.3% | 67.7%+31.6pp | 72.4%+27.0pp | 69.5%+29.8pp |
| Annual return | 18.42% | 19.90%-1.5pp | 27.35%-8.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,457 | $1,537-5.2% | $2,352-38.0% | $2,042-28.6% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,801-100.0% | $479-100.0% |