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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,897 | $99,345-59.8% | $84,753-52.9% | $273,972-85.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.80% | 22.93%-14.1pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $11,483 | $4,214+172.5% | $3,574+221.2% | $4,869+135.8% |
| Participant deferral / active EE | $8,714 | $4,270+104.1% | $3,712+134.8% | $5,287+64.8% |
| Admin fee / account holder | $108 | $6,645-98.4% | $5,333-98.0% | $10,133-98.9% |