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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,592 | $99,345-66.2% | $84,753-60.4% | $273,972-87.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.03% | 22.93%-15.9pp | 22.78%-15.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $10,660 | $4,214+153.0% | $3,574+198.2% | $4,869+118.9% |
| Participant deferral / active EE | $3,275 | $4,270-23.3% | $3,712-11.8% | $5,287-38.1% |
| Admin fee / account holder | $149 | $6,645-97.8% | $5,333-97.2% | $10,133-98.5% |