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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,147 | $45,082-10.9% | $69,464-42.2% | $72,975-45.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 13.42% | 22.66%-9.2pp | 28.98%-15.6pp | 81.01%-67.6pp |
| Employer contribution / active EE | $1,387 | $2,055-32.5% | $2,779-50.1% | $2,440-43.2% |
| Participant deferral / active EE | $1,793 | $2,604-31.1% | $3,536-49.3% | $3,608-50.3% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |