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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,748 | $99,345-59.0% | $84,753-51.9% | $273,972-85.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.21% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,771 | $4,214-58.0% | $3,574-50.5% | $4,869-63.6% |
| Participant deferral / active EE | $2,159 | $4,270-49.4% | $3,712-41.8% | $5,287-59.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |