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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,962 | $65,557-25.3% | $105,736-53.7% | $56,289-13.0% |
| Participation rate | 93.6% | 63.4%+30.2pp | 76.3%+17.2pp | 69.9%+23.7pp |
| Annual return | 2.89% | -1.32%+4.2pp | 6.27%-3.4pp | -9.96%+12.8pp |
| Employer contribution / active EE | $3,853 | $1,788+115.5% | $3,268+17.9% | $2,111+82.5% |
| Participant deferral / active EE | $4,251 | $2,418+75.8% | $4,080+4.2% | $3,350+26.9% |
| Admin fee / account holder | $16 | $561-97.2% | $6,913-99.8% | $521-97.0% |