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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,628 | $99,345-65.1% | $84,753-59.1% | $273,972-87.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.23% | 22.93%-16.7pp | 22.78%-16.6pp | 41.46%-35.2pp |
| Employer contribution / active EE | $897 | $4,214-78.7% | $3,574-74.9% | $4,869-81.6% |
| Participant deferral / active EE | $2,085 | $4,270-51.2% | $3,712-43.8% | $5,287-60.6% |
| Admin fee / account holder | $134 | $6,645-98.0% | $5,333-97.5% | $10,133-98.7% |