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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,922 | $105,623-74.5% | $87,502-69.2% | $273,972-90.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2.22% | 12.26%-10.0pp | 12.21%-10.0pp | 41.46%-39.2pp |
| Employer contribution / active EE | $10,128 | $3,141+222.5% | $2,550+297.2% | $4,869+108.0% |
| Participant deferral / active EE | $6,000 | $3,601+66.6% | $3,149+90.6% | $5,287+13.5% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |