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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,849 | $136,307-57.6% | $106,619-45.7% | $273,972-78.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.28% | 11.05%-1.8pp | 9.42%-0.1pp | 41.46%-32.2pp |
| Employer contribution / active EE | $4,578 | $5,190-11.8% | $3,947+16.0% | $4,869-6.0% |
| Participant deferral / active EE | $4,578 | $4,969-7.9% | $3,930+16.5% | $5,287-13.4% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |