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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,588 | $99,345-82.3% | $84,753-79.2% | $273,972-93.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.90% | 22.93%-19.0pp | 22.78%-18.9pp | 41.46%-37.6pp |
| Employer contribution / active EE | $3,790 | $4,214-10.1% | $3,574+6.0% | $4,869-22.2% |
| Participant deferral / active EE | $1,682 | $4,270-60.6% | $3,712-54.7% | $5,287-68.2% |
| Admin fee / account holder | $61 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |