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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,781 | $96,956-51.7% | $69,779-33.0% | $273,972-82.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.46% | 12.93%-8.5pp | 12.99%-8.5pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,680 | $3,316-49.3% | $2,338-28.2% | $4,869-65.5% |
| Participant deferral / active EE | $2,320 | $3,744-38.0% | $2,931-20.8% | $5,287-56.1% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |