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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,064 | $65,712-20.8% | $57,196-9.0% | $273,972-81.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.70% | 22.01%-20.3pp | 14.59%-12.9pp | 41.46%-39.8pp |
| Employer contribution / active EE | $2,527 | $3,280-23.0% | $2,683-5.8% | $4,869-48.1% |
| Participant deferral / active EE | $3,094 | $3,782-18.2% | $3,096-0.1% | $5,287-41.5% |
| Admin fee / account holder | $85 | $4,838-98.2% | $3,141-97.3% | $10,133-99.2% |