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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,017 | $60,349-48.6% | $74,184-58.2% | $62,881-50.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 11.71% | 21.38%-9.7pp | 17.74%-6.0pp | 20.14%-8.4pp |
| Employer contribution / active EE | $2,461 | $1,680+46.5% | $2,370+3.8% | $2,281+7.9% |
| Participant deferral / active EE | $3,889 | $2,856+36.2% | $3,550+9.6% | $3,203+21.4% |
| Admin fee / account holder | $143 | $4,261-96.6% | $5,586-97.4% | $4,296-96.7% |