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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,022 | $88,707-53.8% | $74,184-44.7% | $273,972-85.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | 11.94%-5.5pp | 17.74%-11.3pp | 41.46%-35.1pp |
| Employer contribution / active EE | $11,637 | $3,159+268.3% | $2,370+391.0% | $4,869+139.0% |
| Participant deferral / active EE | $4,914 | $4,212+16.7% | $3,550+38.4% | $5,287-7.1% |
| Admin fee / account holder | $155 | $8,717-98.2% | $5,586-97.2% | $10,133-98.5% |