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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,028 | $99,345-55.7% | $84,753-48.1% | $273,972-83.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.58% | 22.93%-14.4pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,735 | $4,214-35.1% | $3,574-23.5% | $4,869-43.8% |
| Participant deferral / active EE | $7,393 | $4,270+73.1% | $3,712+99.2% | $5,287+39.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |