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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,120 | $105,623-72.4% | $87,502-66.7% | $273,972-89.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 11.54% | 12.26%-0.7pp | 12.21%-0.7pp | 41.46%-29.9pp |
| Employer contribution / active EE | $3,283 | $3,141+4.5% | $2,550+28.8% | $4,869-32.6% |
| Participant deferral / active EE | $4,586 | $3,601+27.4% | $3,149+45.7% | $5,287-13.3% |
| Admin fee / account holder | $13 | $4,781-99.7% | $4,221-99.7% | $10,133-99.9% |