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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,121 | $88,707-63.8% | $74,184-56.7% | $273,972-88.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.24% | 11.94%-6.7pp | 17.74%-12.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $4,064 | $3,159+28.6% | $2,370+71.5% | $4,869-16.5% |
| Participant deferral / active EE | $6,210 | $4,212+47.4% | $3,550+74.9% | $5,287+17.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |