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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,695 | $88,707-66.5% | $74,184-60.0% | $273,972-89.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.14% | 11.94%-6.8pp | 17.74%-12.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,972 | $3,159-37.6% | $2,370-16.8% | $4,869-59.5% |
| Participant deferral / active EE | $6,634 | $4,212+57.5% | $3,550+86.9% | $5,287+25.5% |
| Admin fee / account holder | $81 | $8,717-99.1% | $5,586-98.5% | $10,133-99.2% |