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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,100 | $153,311-79.1% | $109,313-70.6% | $273,972-88.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.21% | 29.86%-22.6pp | 22.07%-14.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $5,501 | $5,619-2.1% | $3,892+41.3% | $4,869+13.0% |
| Participant deferral / active EE | $1,367 | $3,932-65.2% | $3,166-56.8% | $5,287-74.1% |
| Admin fee / account holder | $11 | $8,076-99.9% | $5,666-99.8% | $10,133-99.9% |