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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,511 | $96,558-61.2% | $80,977-53.7% | $273,972-86.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.53% | 15.14%-3.6pp | 17.11%-5.6pp | 41.46%-29.9pp |
| Employer contribution / active EE | $5,810 | $4,869+19.3% | $3,715+56.4% | $4,869+19.3% |
| Participant deferral / active EE | $13,600 | $6,598+106.1% | $5,696+138.8% | $5,287+157.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |