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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,244 | $215,361-80.8% | $171,082-75.9% | $273,972-84.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.62% | 25.14%-21.5pp | 32.56%-28.9pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,802 | $4,967-63.7% | $4,002-55.0% | $4,869-63.0% |
| Participant deferral / active EE | $12,519 | $5,543+125.8% | $4,797+161.0% | $5,287+136.8% |
| Admin fee / account holder | $209 | $10,846-98.1% | $8,520-97.5% | $10,133-97.9% |