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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,542 | $99,343-29.0% | $84,751-16.8% | $273,968-74.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.75% | 22.93%-11.2pp | 22.78%-11.0pp | 41.45%-29.7pp |
| Employer contribution / active EE | $6,782 | $4,214+61.0% | $3,574+89.7% | $4,869+39.3% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17 | $6,645-99.7% | $5,333-99.7% | $10,132-99.8% |