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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,739 | $153,311-82.6% | $109,313-75.5% | $273,972-90.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.61% | 29.86%-20.2pp | 22.07%-12.5pp | 41.46%-31.8pp |
| Employer contribution / active EE | $3,134 | $5,619-44.2% | $3,892-19.5% | $4,869-35.6% |
| Participant deferral / active EE | $3,134 | $3,932-20.3% | $3,166-1.0% | $5,287-40.7% |
| Admin fee / account holder | $48 | $8,076-99.4% | $5,666-99.2% | $10,133-99.5% |