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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,369 | $43,344-34.5% | $59,899-52.6% | $64,173-55.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.53% | -1.55%+12.1pp | 3.46%+7.1pp | 7.63%+2.9pp |
| Employer contribution / active EE | $7,304 | $2,030+259.8% | $2,723+168.2% | $2,381+206.8% |
| Participant deferral / active EE | $3,246 | $2,547+27.4% | $3,402-4.6% | $3,470-6.5% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |