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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,017 | $215,361-80.5% | $171,082-75.4% | $273,972-84.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.56% | 25.14%-15.6pp | 32.56%-23.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,087 | $4,967-58.0% | $4,002-47.9% | $4,869-57.1% |
| Participant deferral / active EE | $5,418 | $5,543-2.3% | $4,797+12.9% | $5,287+2.5% |
| Admin fee / account holder | $31 | $10,846-99.7% | $8,520-99.6% | $10,133-99.7% |