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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,185 | $99,345-39.4% | $84,753-29.0% | $273,972-78.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.64% | 22.93%-13.3pp | 22.78%-13.1pp | 41.46%-31.8pp |
| Employer contribution / active EE | $14,358 | $4,214+240.7% | $3,574+301.7% | $4,869+194.9% |
| Participant deferral / active EE | $6,331 | $4,270+48.3% | $3,712+70.6% | $5,287+19.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |