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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,800 | $65,712-42.5% | $57,196-33.9% | $273,972-86.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.75% | 22.01%-12.3pp | 14.59%-4.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,804 | $3,280-45.0% | $2,683-32.8% | $4,869-62.9% |
| Participant deferral / active EE | $5,779 | $3,782+52.8% | $3,096+86.6% | $5,287+9.3% |
| Admin fee / account holder | $232 | $4,838-95.2% | $3,141-92.6% | $10,133-97.7% |