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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,278 | $96,558-49.0% | $80,977-39.1% | $273,972-82.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.42% | 15.14%-8.7pp | 17.11%-10.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $9,608 | $4,869+97.3% | $3,715+158.7% | $4,869+97.3% |
| Participant deferral / active EE | $5,164 | $6,598-21.7% | $5,696-9.3% | $5,287-2.3% |
| Admin fee / account holder | $13 | $7,493-99.8% | $5,517-99.8% | $10,133-99.9% |