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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,929 | $99,345-61.8% | $84,753-55.2% | $273,972-86.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 18.42% | 22.93%-4.5pp | 22.78%-4.4pp | 41.46%-23.0pp |
| Employer contribution / active EE | $2,202 | $4,214-47.7% | $3,574-38.4% | $4,869-54.8% |
| Participant deferral / active EE | $9,213 | $4,270+115.8% | $3,712+148.2% | $5,287+74.3% |
| Admin fee / account holder | $86 | $6,645-98.7% | $5,333-98.4% | $10,133-99.2% |