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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,642 | $88,707-51.9% | $74,184-42.5% | $273,972-84.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.86% | 11.94%-5.1pp | 17.74%-10.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $5,918 | $3,159+87.3% | $2,370+149.7% | $4,869+21.6% |
| Participant deferral / active EE | $8,014 | $4,212+90.3% | $3,550+125.8% | $5,287+51.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |