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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,494 | $88,707-32.9% | $74,184-19.8% | $273,972-78.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.57% | 11.94%-8.4pp | 17.74%-14.2pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,915 | $3,159-7.7% | $2,370+23.0% | $4,869-40.1% |
| Participant deferral / active EE | $6,123 | $4,212+45.4% | $3,550+72.5% | $5,287+15.8% |
| Admin fee / account holder | $82 | $8,717-99.1% | $5,586-98.5% | $10,133-99.2% |