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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,636 | $105,623-54.0% | $87,502-44.4% | $273,972-82.2% |
| Participation rate | 88.9% | 78.2%+10.7pp | 73.8%+15.1pp | 83.0%+5.9pp |
| Annual return | 3.49% | 12.26%-8.8pp | 12.21%-8.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $929 | $3,141-70.4% | $2,550-63.6% | $4,869-80.9% |
| Participant deferral / active EE | $8,549 | $3,601+137.4% | $3,149+171.5% | $5,287+61.7% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |