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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,672 | $88,707-57.5% | $74,184-49.2% | $273,972-86.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.81% | 11.94%-5.1pp | 17.74%-10.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,882 | $3,159-40.4% | $2,370-20.6% | $4,869-61.3% |
| Participant deferral / active EE | $3,208 | $4,212-23.8% | $3,550-9.6% | $5,287-39.3% |
| Admin fee / account holder | $62 | $8,717-99.3% | $5,586-98.9% | $10,133-99.4% |