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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,629 | $153,311-49.4% | $109,313-29.0% | $273,972-71.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.14% | 29.86%-22.7pp | 22.07%-14.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $9,000 | $5,619+60.2% | $3,892+131.2% | $4,869+84.9% |
| Participant deferral / active EE | $9,000 | $3,932+128.9% | $3,166+184.2% | $5,287+70.2% |
| Admin fee / account holder | $272 | $8,076-96.6% | $5,666-95.2% | $10,133-97.3% |