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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,364 | $99,345-36.2% | $84,753-25.2% | $273,972-76.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.57% | 22.93%-16.4pp | 22.78%-16.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $12,500 | $4,214+196.6% | $3,574+249.7% | $4,869+156.7% |
| Participant deferral / active EE | $4,550 | $4,270+6.6% | $3,712+22.6% | $5,287-13.9% |
| Admin fee / account holder | $8 | $6,645-99.9% | $5,333-99.8% | $10,133-99.9% |