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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,582 | $140,578-74.0% | $100,671-63.7% | $125,389-70.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.14% | 24.67%-22.5pp | 20.43%-18.3pp | 282.24%-280.1pp |
| Employer contribution / active EE | $1,634 | $5,965-72.6% | $4,012-59.3% | $4,866-66.4% |
| Participant deferral / active EE | $1,634 | $3,981-59.0% | $3,144-48.0% | $5,352-69.5% |
| Admin fee / account holder | $271 | $6,716-96.0% | $4,850-94.4% | $9,541-97.2% |