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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,420 | $105,623-57.9% | $87,502-49.2% | $273,972-83.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.00% | 12.26%-7.3pp | 12.21%-7.2pp | 41.46%-36.5pp |
| Employer contribution / active EE | $9,113 | $3,141+190.2% | $2,550+257.4% | $4,869+87.2% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $86 | $4,781-98.2% | $4,221-98.0% | $10,133-99.2% |