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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,606 | $105,623-72.0% | $87,502-66.2% | $273,972-89.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.11% | 12.26%-4.1pp | 12.21%-4.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,351 | $3,141+38.5% | $2,550+70.6% | $4,869-10.6% |
| Participant deferral / active EE | $7,428 | $3,601+106.3% | $3,149+135.9% | $5,287+40.5% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |