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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,636 | $76,551-53.4% | $123,894-71.2% | $62,881-43.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.03% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,267 | $2,882-21.3% | $4,617-50.9% | $2,281-0.6% |
| Participant deferral / active EE | $3,954 | $4,840-18.3% | $5,984-33.9% | $3,203+23.4% |
| Admin fee / account holder | $34 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |