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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,129 | $65,712-43.5% | $57,196-35.1% | $273,972-86.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.69% | 22.01%-12.3pp | 14.59%-4.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $9,000 | $3,280+174.4% | $2,683+235.5% | $4,869+84.9% |
| Participant deferral / active EE | $9,000 | $3,782+138.0% | $3,096+190.7% | $5,287+70.2% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |