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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,047 | $96,558-60.6% | $80,977-53.0% | $273,972-86.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.32% | 15.14%-11.8pp | 17.11%-13.8pp | 41.46%-38.1pp |
| Employer contribution / active EE | $1,526 | $4,869-68.7% | $3,715-58.9% | $4,869-68.7% |
| Participant deferral / active EE | $6,208 | $6,598-5.9% | $5,696+9.0% | $5,287+17.4% |
| Admin fee / account holder | $12 | $7,493-99.8% | $5,517-99.8% | $10,133-99.9% |