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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,736 | $93,064-59.5% | $74,577-49.4% | $273,972-86.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.76% | 26.18%-18.4pp | 20.47%-12.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $303 | $3,160-90.4% | $2,525-88.0% | $4,869-93.8% |
| Participant deferral / active EE | $574 | $4,160-86.2% | $3,458-83.4% | $5,287-89.1% |
| Admin fee / account holder | $244 | $5,273-95.4% | $4,138-94.1% | $10,133-97.6% |