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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,956 | $153,311-70.7% | $109,313-58.9% | $273,972-83.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.28% | 29.86%-22.6pp | 22.07%-14.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $3,091 | $5,619-45.0% | $3,892-20.6% | $4,869-36.5% |
| Participant deferral / active EE | $2,310 | $3,932-41.3% | $3,166-27.0% | $5,287-56.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |