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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,982 | $93,064-64.6% | $74,577-55.8% | $273,972-88.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.68% | 26.18%-20.5pp | 20.47%-14.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $6,353 | $3,160+101.1% | $2,525+151.6% | $4,869+30.5% |
| Participant deferral / active EE | $9,316 | $4,160+123.9% | $3,458+169.4% | $5,287+76.2% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |