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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,945 | $96,558-24.5% | $80,977-9.9% | $273,972-73.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.79% | 15.14%-5.4pp | 17.11%-7.3pp | 41.46%-31.7pp |
| Employer contribution / active EE | $7,336 | $4,869+50.7% | $3,715+97.5% | $4,869+50.7% |
| Participant deferral / active EE | $1,883 | $6,598-71.5% | $5,696-66.9% | $5,287-64.4% |
| Admin fee / account holder | $18 | $7,493-99.8% | $5,517-99.7% | $10,133-99.8% |