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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,047 | $41,377-0.8% | $109,313-62.4% | $62,881-34.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.03% | 11.05%-5.0pp | 22.07%-16.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,978 | $1,276+133.4% | $3,892-23.5% | $2,281+30.6% |
| Participant deferral / active EE | $1,126 | $2,045-44.9% | $3,166-64.4% | $3,203-64.8% |
| Admin fee / account holder | $223 | $2,884-92.3% | $5,666-96.1% | $4,296-94.8% |