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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,093 | $153,311-73.2% | $109,313-62.4% | $273,972-85.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.46% | 29.86%-25.4pp | 22.07%-17.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $8,311 | $5,619+47.9% | $3,892+113.5% | $4,869+70.7% |
| Participant deferral / active EE | $3,375 | $3,932-14.2% | $3,166+6.6% | $5,287-36.2% |
| Admin fee / account holder | $180 | $8,076-97.8% | $5,666-96.8% | $10,133-98.2% |