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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,608 | $99,345-80.3% | $84,753-76.9% | $273,972-92.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.14% | 22.93%-14.8pp | 22.78%-14.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $7,766 | $4,214+84.3% | $3,574+117.3% | $4,869+59.5% |
| Participant deferral / active EE | $4,136 | $4,270-3.1% | $3,712+11.4% | $5,287-21.8% |
| Admin fee / account holder | $27 | $6,645-99.6% | $5,333-99.5% | $10,133-99.7% |