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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,096 | $105,623-66.8% | $87,502-59.9% | $273,972-87.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.36% | 12.26%-7.9pp | 12.21%-7.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,102 | $3,141-33.1% | $2,550-17.6% | $4,869-56.8% |
| Participant deferral / active EE | $9,165 | $3,601+154.5% | $3,149+191.1% | $5,287+73.3% |
| Admin fee / account holder | $40 | $4,781-99.2% | $4,221-99.1% | $10,133-99.6% |