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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,634 | $163,687-77.6% | $108,745-66.3% | $273,972-86.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 7.56% | 31.16%-23.6pp | 46.22%-38.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $4,722 | $4,711+0.2% | $3,323+42.1% | $4,869-3.0% |
| Participant deferral / active EE | $2,674 | $7,155-62.6% | $5,121-47.8% | $5,287-49.4% |
| Admin fee / account holder | $165 | $12,890-98.7% | $6,144-97.3% | $10,133-98.4% |