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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,243 | $96,562-67.6% | $80,976-61.4% | $273,968-88.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.94% | 15.14%-10.2pp | 17.10%-12.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $3,640 | $4,868-25.2% | $3,714-2.0% | $4,869-25.2% |
| Participant deferral / active EE | $4,486 | $6,597-32.0% | $5,696-21.2% | $5,287-15.1% |
| Admin fee / account holder | $209 | $7,493-97.2% | $5,516-96.2% | $10,132-97.9% |