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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,183 | $99,345-49.5% | $84,753-40.8% | $273,972-81.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.65% | 22.93%-14.3pp | 22.78%-14.1pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,816 | $4,214-56.9% | $3,574-49.2% | $4,869-62.7% |
| Participant deferral / active EE | $3,942 | $4,270-7.7% | $3,712+6.2% | $5,287-25.4% |
| Admin fee / account holder | $113 | $6,645-98.3% | $5,333-97.9% | $10,133-98.9% |