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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,045 | $77,896-20.3% | $134,172-53.8% | $82,448-24.7% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 16.83% | 18.21%-1.4pp | 25.30%-8.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,859 | $2,159-13.9% | $3,420-45.6% | $2,551-27.1% |
| Participant deferral / active EE | $2,688 | $3,162-15.0% | $4,690-42.7% | $4,139-35.1% |
| Admin fee / account holder | $209 | $6,336-96.7% | $12,016-98.3% | $7,234-97.1% |