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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,165 | $59,191-23.7% | $76,767-41.2% | $56,289-19.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 5.68% | 6.62%-0.9pp | 2.43%+3.3pp | -9.96%+15.6pp |
| Employer contribution / active EE | $4,580 | $1,759+160.4% | $2,485+84.3% | $2,111+117.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $25 | $489-94.8% | $6,675-99.6% | $521-95.1% |