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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,285 | $99,345-76.6% | $84,753-72.5% | $273,972-91.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.24% | 22.93%-12.7pp | 22.78%-12.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $9,437 | $4,214+123.9% | $3,574+164.0% | $4,869+93.8% |
| Participant deferral / active EE | $6,765 | $4,270+58.4% | $3,712+82.2% | $5,287+27.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |