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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,557 | $65,712-50.5% | $57,196-43.1% | $273,972-88.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 14.66% | 22.01%-7.3pp | 14.59%+0.1pp | 41.46%-26.8pp |
| Employer contribution / active EE | $1,863 | $3,280-43.2% | $2,683-30.6% | $4,869-61.7% |
| Participant deferral / active EE | $3,500 | $3,782-7.5% | $3,096+13.0% | $5,287-33.8% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |