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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,176 | $88,707-53.6% | $74,185-44.5% | $273,970-85.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.28% | 11.94%-1.7pp | 17.74%-7.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $7,553 | $3,159+139.1% | $2,370+218.7% | $4,869+55.1% |
| Participant deferral / active EE | $5,102 | $4,212+21.1% | $3,550+43.7% | $5,287-3.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |