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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,284 | $105,623-72.3% | $87,502-66.5% | $273,972-89.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.02% | 12.26%-8.2pp | 12.21%-8.2pp | 41.46%-37.4pp |
| Employer contribution / active EE | $4,615 | $3,141+47.0% | $2,550+81.0% | $4,869-5.2% |
| Participant deferral / active EE | $790 | $3,601-78.1% | $3,149-74.9% | $5,287-85.1% |
| Admin fee / account holder | $235 | $4,781-95.1% | $4,221-94.4% | $10,133-97.7% |