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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,463 | $99,345-75.4% | $84,753-71.1% | $273,972-91.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.65% | 22.93%-20.3pp | 22.78%-20.1pp | 41.46%-38.8pp |
| Employer contribution / active EE | $1,341 | $4,214-68.2% | $3,574-62.5% | $4,869-72.5% |
| Participant deferral / active EE | $1,575 | $4,270-63.1% | $3,712-57.6% | $5,287-70.2% |
| Admin fee / account holder | $231 | $6,645-96.5% | $5,333-95.7% | $10,133-97.7% |