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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,529 | $65,712-47.5% | $57,196-39.6% | $273,972-87.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.62% | 22.01%-18.4pp | 14.59%-11.0pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,833 | $3,280-44.1% | $2,683-31.7% | $4,869-62.3% |
| Participant deferral / active EE | $2,746 | $3,782-27.4% | $3,096-11.3% | $5,287-48.1% |
| Admin fee / account holder | $10 | $4,838-99.8% | $3,141-99.7% | $10,133-99.9% |