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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,286 | $136,307-66.0% | $106,619-56.6% | $273,972-83.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 10.69% | 11.05%-0.4pp | 9.42%+1.3pp | 41.46%-30.8pp |
| Employer contribution / active EE | $3,728 | $5,190-28.2% | $3,947-5.5% | $4,869-23.4% |
| Participant deferral / active EE | $11,524 | $4,969+131.9% | $3,930+193.2% | $5,287+118.0% |
| Admin fee / account holder | $255 | $8,625-97.0% | $6,418-96.0% | $10,133-97.5% |