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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,611 | $99,345-69.2% | $84,753-63.9% | $273,972-88.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.96% | 22.93%-19.0pp | 22.78%-18.8pp | 41.46%-37.5pp |
| Employer contribution / active EE | $835 | $4,214-80.2% | $3,574-76.6% | $4,869-82.8% |
| Participant deferral / active EE | $2,341 | $4,270-45.2% | $3,712-36.9% | $5,287-55.7% |
| Admin fee / account holder | $39 | $6,645-99.4% | $5,333-99.3% | $10,133-99.6% |