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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,633 | $99,345-68.2% | $84,753-62.7% | $273,972-88.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.07% | 22.93%-13.9pp | 22.78%-13.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $3,725 | $4,214-11.6% | $3,574+4.2% | $4,869-23.5% |
| Participant deferral / active EE | $3,344 | $4,270-21.7% | $3,712-9.9% | $5,287-36.7% |
| Admin fee / account holder | $57 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |