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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,855 | $99,345-58.9% | $84,753-51.8% | $273,970-85.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.62% | 22.93%-14.3pp | 22.78%-14.2pp | 41.46%-32.8pp |
| Employer contribution / active EE | $2,521 | $4,214-40.2% | $3,574-29.5% | $4,869-48.2% |
| Participant deferral / active EE | $8,155 | $4,270+91.0% | $3,712+119.7% | $5,287+54.2% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |