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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,614 | $215,361-73.2% | $171,082-66.3% | $273,972-79.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.72% | 25.14%-21.4pp | 32.56%-28.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $19,639 | $4,967+295.4% | $4,002+390.7% | $4,869+303.4% |
| Participant deferral / active EE | $9,000 | $5,543+62.4% | $4,797+87.6% | $5,287+70.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |