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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,988 | $215,361-84.2% | $171,082-80.1% | $273,972-87.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.35% | 25.14%-20.8pp | 32.56%-28.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $10,293 | $4,967+107.2% | $4,002+157.2% | $4,869+111.4% |
| Participant deferral / active EE | $3,378 | $5,543-39.1% | $4,797-29.6% | $5,287-36.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |