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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,069 | $136,307-44.2% | $106,619-28.7% | $273,972-72.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.08% | 11.05%-6.0pp | 9.42%-4.3pp | 41.46%-36.4pp |
| Employer contribution / active EE | $6,000 | $5,190+15.6% | $3,947+52.0% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |