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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,754 | $99,345-68.0% | $84,753-62.5% | $273,972-88.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.25% | 22.93%-20.7pp | 22.78%-20.5pp | 41.46%-39.2pp |
| Employer contribution / active EE | $8,478 | $4,214+101.2% | $3,574+137.2% | $4,869+74.1% |
| Participant deferral / active EE | $4,973 | $4,270+16.5% | $3,712+34.0% | $5,287-5.9% |
| Admin fee / account holder | $263 | $6,645-96.0% | $5,333-95.1% | $10,133-97.4% |