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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,134 | $99,345-41.5% | $84,753-31.4% | $273,972-78.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.71% | 22.93%-19.2pp | 22.78%-19.1pp | 41.46%-37.7pp |
| Employer contribution / active EE | $18,304 | $4,214+334.4% | $3,574+412.1% | $4,869+275.9% |
| Participant deferral / active EE | $10,500 | $4,270+145.9% | $3,712+182.9% | $5,287+98.6% |
| Admin fee / account holder | $143 | $6,645-97.8% | $5,333-97.3% | $10,133-98.6% |