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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,044 | $99,345-49.6% | $84,753-41.0% | $273,972-81.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.63% | 22.93%-19.3pp | 22.78%-19.1pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,509 | $4,214-64.2% | $3,574-57.8% | $4,869-69.0% |
| Participant deferral / active EE | $3,269 | $4,270-23.4% | $3,712-11.9% | $5,287-38.2% |
| Admin fee / account holder | $23 | $6,645-99.6% | $5,333-99.6% | $10,133-99.8% |