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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,825 | $96,558-71.2% | $80,977-65.6% | $273,972-89.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.63% | 15.14%-8.5pp | 17.11%-10.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $5,251 | $4,869+7.9% | $3,715+41.4% | $4,869+7.9% |
| Participant deferral / active EE | $4,500 | $6,598-31.8% | $5,696-21.0% | $5,287-14.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |