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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,911 | $88,707-33.6% | $74,185-20.6% | $273,970-78.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.66% | 11.94%-7.3pp | 17.74%-13.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $4,286 | $3,159+35.7% | $2,370+80.8% | $4,869-12.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |