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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,273 | $96,558-51.0% | $80,977-41.6% | $273,972-82.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.81% | 15.14%-6.3pp | 17.11%-8.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $3,007 | $4,869-38.3% | $3,715-19.1% | $4,869-38.2% |
| Participant deferral / active EE | $12,776 | $6,598+93.6% | $5,696+124.3% | $5,287+141.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |