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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,372 | $153,311-61.3% | $109,313-45.7% | $273,972-78.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.63% | 29.86%-21.2pp | 22.07%-13.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,625 | $5,619-71.1% | $3,892-58.2% | $4,869-66.6% |
| Participant deferral / active EE | $2,599 | $3,932-33.9% | $3,166-17.9% | $5,287-50.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |