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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,667 | $99,341-63.1% | $84,750-56.7% | $273,965-86.6% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 8.54% | 22.93%-14.4pp | 22.78%-14.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $8,388 | $4,214+99.1% | $3,574+134.7% | $4,869+72.3% |
| Participant deferral / active EE | $6,854 | $4,269+60.5% | $3,712+84.7% | $5,287+29.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |