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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,268 | $88,707-53.5% | $74,184-44.4% | $273,972-84.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.13% | 11.94%-2.8pp | 17.74%-8.6pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,671 | $3,159-15.5% | $2,370+12.7% | $4,869-45.1% |
| Participant deferral / active EE | $8,603 | $4,212+104.3% | $3,550+142.4% | $5,287+62.7% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |