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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,356 | $96,956-43.9% | $69,779-22.1% | $273,972-80.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 7.59% | 12.93%-5.3pp | 12.99%-5.4pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,861 | $3,316-43.9% | $2,338-20.4% | $4,869-61.8% |
| Participant deferral / active EE | $3,903 | $3,744+4.2% | $2,931+33.2% | $5,287-26.2% |
| Admin fee / account holder | $293 | $7,934-96.3% | $4,381-93.3% | $10,133-97.1% |