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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,029 | $215,361-85.6% | $171,082-81.9% | $273,972-88.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.78% | 25.14%-19.4pp | 32.56%-26.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $3,317 | $4,967-33.2% | $4,002-17.1% | $4,869-31.9% |
| Participant deferral / active EE | $3,177 | $5,543-42.7% | $4,797-33.8% | $5,287-39.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |