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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,014 | $215,361-81.0% | $171,082-76.0% | $273,972-85.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.55% | 25.14%-15.6pp | 32.56%-23.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $3,356 | $4,967-32.4% | $4,002-16.1% | $4,869-31.1% |
| Participant deferral / active EE | $4,778 | $5,543-13.8% | $4,797-0.4% | $5,287-9.6% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |