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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,738 | $153,311-73.4% | $109,313-62.7% | $273,972-85.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.51% | 29.86%-23.4pp | 22.07%-15.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,966 | $5,619-47.2% | $3,892-23.8% | $4,869-39.1% |
| Participant deferral / active EE | $5,686 | $3,932+44.6% | $3,166+79.6% | $5,287+7.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |