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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,849 | $88,707-57.3% | $74,184-49.0% | $273,972-86.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.58% | 11.94%+2.6pp | 17.74%-3.2pp | 41.46%-26.9pp |
| Employer contribution / active EE | $10,250 | $3,159+224.4% | $2,370+332.5% | $4,869+110.5% |
| Participant deferral / active EE | $7,839 | $4,212+86.1% | $3,550+120.8% | $5,287+48.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |