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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,510 | $65,712-29.2% | $57,196-18.7% | $273,972-83.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.54% | 22.01%-12.5pp | 14.59%-5.1pp | 41.46%-31.9pp |
| Employer contribution / active EE | $5,975 | $3,280+82.2% | $2,683+122.7% | $4,869+22.7% |
| Participant deferral / active EE | $2,184 | $3,782-42.2% | $3,096-29.4% | $5,287-58.7% |
| Admin fee / account holder | $187 | $4,838-96.1% | $3,141-94.0% | $10,133-98.2% |