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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,664 | $215,361-76.0% | $171,082-69.8% | $273,972-81.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.21% | 25.14%-17.9pp | 32.56%-25.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,300 | $4,967-53.7% | $4,002-42.5% | $4,869-52.8% |
| Participant deferral / active EE | $1,299 | $5,543-76.6% | $4,797-72.9% | $5,287-75.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |