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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,771 | $99,341-80.1% | $84,750-76.7% | $273,965-92.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.55% | 22.93%-14.4pp | 22.78%-14.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $3,109 | $4,214-26.2% | $3,574-13.0% | $4,869-36.1% |
| Participant deferral / active EE | $6,925 | $4,269+62.2% | $3,712+86.6% | $5,287+31.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |