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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,079 | $153,311-74.5% | $109,313-64.2% | $273,972-85.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.44% | 29.86%-22.4pp | 22.07%-14.6pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,029 | $5,619-63.9% | $3,892-47.9% | $4,869-58.3% |
| Participant deferral / active EE | $2,006 | $3,932-49.0% | $3,166-36.6% | $5,287-62.1% |
| Admin fee / account holder | $101 | $8,076-98.7% | $5,666-98.2% | $10,133-99.0% |