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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,580 | $65,685-58.0% | $57,181-51.8% | $273,968-89.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 12.02% | 21.99%-10.0pp | 14.59%-2.6pp | 41.45%-29.4pp |
| Employer contribution / active EE | $3,185 | $3,279-2.9% | $2,682+18.7% | $4,869-34.6% |
| Participant deferral / active EE | $7,311 | $3,781+93.4% | $3,096+136.1% | $5,287+38.3% |
| Admin fee / account holder | $6 | $4,835-99.9% | $3,139-99.8% | $10,132-99.9% |