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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,153 | $93,064-62.2% | $74,577-52.9% | $273,972-87.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.74% | 26.18%-20.4pp | 20.47%-14.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $15,002 | $3,160+374.8% | $2,525+494.1% | $4,869+208.1% |
| Participant deferral / active EE | $9,808 | $4,160+135.7% | $3,458+183.6% | $5,287+85.5% |
| Admin fee / account holder | $71 | $5,273-98.7% | $4,138-98.3% | $10,133-99.3% |