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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,475 | $65,712-61.2% | $57,196-55.5% | $273,972-90.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.09% | 22.01%-15.9pp | 14.59%-8.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,950 | $3,280-10.1% | $2,683+9.9% | $4,869-39.4% |
| Participant deferral / active EE | $2,951 | $3,782-22.0% | $3,096-4.7% | $5,287-44.2% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |