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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,473 | $215,361-83.5% | $171,082-79.3% | $273,972-87.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.26% | 25.14%-15.9pp | 32.56%-23.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $2,125 | $4,967-57.2% | $4,002-46.9% | $4,869-56.4% |
| Participant deferral / active EE | $9,625 | $5,543+73.6% | $4,797+100.6% | $5,287+82.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |