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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,174 | $153,311-73.1% | $109,313-62.3% | $273,972-85.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.95% | 29.86%-20.9pp | 22.07%-13.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $3,370 | $5,619-40.0% | $3,892-13.4% | $4,869-30.8% |
| Participant deferral / active EE | $3,659 | $3,932-6.9% | $3,166+15.6% | $5,287-30.8% |
| Admin fee / account holder | $29 | $8,076-99.6% | $5,666-99.5% | $10,133-99.7% |