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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,882 | $136,307-69.3% | $106,619-60.7% | $273,972-84.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.83% | 11.05%-6.2pp | 9.42%-4.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,062 | $5,190-79.5% | $3,947-73.1% | $4,869-78.2% |
| Participant deferral / active EE | $1,339 | $4,969-73.1% | $3,930-65.9% | $5,287-74.7% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |