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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,221 | $99,345-68.6% | $84,753-63.2% | $273,972-88.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.67% | 22.93%-20.3pp | 22.78%-20.1pp | 41.46%-38.8pp |
| Employer contribution / active EE | $8,778 | $4,214+108.3% | $3,574+145.6% | $4,869+80.3% |
| Participant deferral / active EE | $3,961 | $4,270-7.2% | $3,712+6.7% | $5,287-25.1% |
| Admin fee / account holder | $207 | $6,645-96.9% | $5,333-96.1% | $10,133-98.0% |