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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,416 | $88,707-51.1% | $74,184-41.5% | $273,972-84.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | 11.94%-5.5pp | 17.74%-11.3pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,591 | $3,159-18.0% | $2,370+9.3% | $4,869-46.8% |
| Participant deferral / active EE | $4,274 | $4,212+1.5% | $3,550+20.4% | $5,287-19.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |