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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,350 | $60,349-33.1% | $74,184-45.6% | $62,881-35.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,466 | $1,680-12.8% | $2,370-38.2% | $2,281-35.7% |
| Participant deferral / active EE | $2,351 | $2,856-17.7% | $3,550-33.8% | $3,203-26.6% |
| Admin fee / account holder | $130 | $4,261-96.9% | $5,586-97.7% | $4,296-97.0% |