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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,530 | $107,809-51.3% | $90,657-42.1% | $135,380-61.2% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.0%+16.0pp | 82.6%+7.4pp |
| Annual return | 3.53% | -0.90%+4.4pp | 1.89%+1.6pp | 519.81%-516.3pp |
| Employer contribution / active EE | $1,866 | $3,018-38.2% | $2,532-26.3% | $4,779-60.9% |
| Participant deferral / active EE | $2,878 | $3,872-25.7% | $3,424-16.0% | $5,609-48.7% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |