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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,405 | $99,345-58.3% | $84,753-51.1% | $273,972-84.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.52% | 22.93%-20.4pp | 22.78%-20.3pp | 41.46%-38.9pp |
| Employer contribution / active EE | $5,000 | $4,214+18.7% | $3,574+39.9% | $4,869+2.7% |
| Participant deferral / active EE | $6,653 | $4,270+55.8% | $3,712+79.2% | $5,287+25.8% |
| Admin fee / account holder | $61 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |