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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,670 | $66,764-10.6% | $88,497-32.6% | $62,881-5.1% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 69.3%+30.7pp |
| Annual return | 6.26% | 10.37%-4.1pp | 7.63%-1.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,725 | $3,077+21.1% | $4,036-7.7% | $2,281+63.3% |
| Participant deferral / active EE | $0 | $3,976-100.0% | $4,899-100.0% | $3,203-100.0% |
| Admin fee / account holder | $250 | $4,668-94.6% | $6,220-96.0% | $4,296-94.2% |