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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,375 | $72,492-48.4% | $87,104-57.1% | $72,975-48.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.46% | 24.46%-7.0pp | 28.19%-10.7pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,735 | $1,894-8.4% | $2,521-31.2% | $2,440-28.9% |
| Participant deferral / active EE | $4,083 | $3,270+24.9% | $4,048+0.9% | $3,608+13.2% |
| Admin fee / account holder | $47 | $5,055-99.1% | $7,491-99.4% | $5,124-99.1% |