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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,430 | $215,361-80.8% | $171,082-75.8% | $273,972-84.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.01% | 25.14%-23.1pp | 32.56%-30.6pp | 41.46%-39.4pp |
| Employer contribution / active EE | $4,783 | $4,967-3.7% | $4,002+19.5% | $4,869-1.8% |
| Participant deferral / active EE | $5,333 | $5,543-3.8% | $4,797+11.2% | $5,287+0.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |