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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,075 | $99,345-49.6% | $84,753-40.9% | $273,972-81.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.25% | 22.93%-20.7pp | 22.78%-20.5pp | 41.46%-39.2pp |
| Employer contribution / active EE | $1,250 | $4,214-70.3% | $3,574-65.0% | $4,869-74.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $266 | $6,645-96.0% | $5,333-95.0% | $10,133-97.4% |