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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,556 | $86,919-59.1% | $102,457-65.3% | $80,911-56.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.04% | 18.90%-7.9pp | 29.41%-18.4pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,932 | $2,368-18.4% | $3,022-36.1% | $2,756-29.9% |
| Participant deferral / active EE | $2,215 | $4,119-46.2% | $5,054-56.2% | $4,297-48.4% |
| Admin fee / account holder | $123 | $8,049-98.5% | $9,451-98.7% | $6,935-98.2% |