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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,370 | $88,707-69.1% | $74,184-63.1% | $273,972-90.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.47% | 11.94%-5.5pp | 17.74%-11.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,109 | $3,159-1.6% | $2,370+31.2% | $4,869-36.1% |
| Participant deferral / active EE | $3,854 | $4,212-8.5% | $3,550+8.6% | $5,287-27.1% |
| Admin fee / account holder | $209 | $8,717-97.6% | $5,586-96.3% | $10,133-97.9% |