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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,093 | $99,345-70.7% | $84,753-65.7% | $273,972-89.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.72% | 22.93%-20.2pp | 22.78%-20.1pp | 41.46%-38.7pp |
| Employer contribution / active EE | $10,165 | $4,214+141.2% | $3,574+184.4% | $4,869+108.8% |
| Participant deferral / active EE | $7,277 | $4,270+70.4% | $3,712+96.0% | $5,287+37.6% |
| Admin fee / account holder | $16 | $6,645-99.8% | $5,333-99.7% | $10,133-99.8% |