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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,004 | $99,345-66.8% | $84,753-61.1% | $273,972-88.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.65% | 22.93%-14.3pp | 22.78%-14.1pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,278 | $4,214+25.3% | $3,574+47.7% | $4,869+8.4% |
| Participant deferral / active EE | $2,857 | $4,270-33.1% | $3,712-23.0% | $5,287-46.0% |
| Admin fee / account holder | $72 | $6,645-98.9% | $5,333-98.7% | $10,133-99.3% |