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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,137 | $67,602-51.0% | $82,312-59.7% | $70,126-52.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.71% | 21.57%-7.9pp | 25.88%-12.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $531 | $1,755-69.7% | $2,428-78.1% | $2,343-77.3% |
| Participant deferral / active EE | $4,286 | $2,987+43.5% | $3,706+15.7% | $3,332+28.6% |
| Admin fee / account holder | $24 | $4,512-99.5% | $5,608-99.6% | $4,645-99.5% |