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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,186 | $88,707-63.7% | $74,184-56.6% | $273,972-88.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.40% | 11.94%-2.5pp | 17.74%-8.3pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,167 | $3,159-31.4% | $2,370-8.6% | $4,869-55.5% |
| Participant deferral / active EE | $3,436 | $4,212-18.4% | $3,550-3.2% | $5,287-35.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |