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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,451 | $153,311-71.7% | $109,313-60.3% | $273,972-84.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 11.13% | 29.86%-18.7pp | 22.07%-10.9pp | 41.46%-30.3pp |
| Employer contribution / active EE | $15,722 | $5,619+179.8% | $3,892+303.9% | $4,869+222.9% |
| Participant deferral / active EE | $8,444 | $3,932+114.7% | $3,166+166.7% | $5,287+59.7% |
| Admin fee / account holder | $4 | $8,076-99.9% | $5,666-99.9% | $10,133-100.0% |