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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,461 | $215,361-81.2% | $171,082-76.3% | $273,972-85.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.86% | 25.14%-19.3pp | 32.56%-26.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,862 | $4,967-62.5% | $4,002-53.5% | $4,869-61.7% |
| Participant deferral / active EE | $2,382 | $5,543-57.0% | $4,797-50.4% | $5,287-55.0% |
| Admin fee / account holder | $11 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |