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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,906 | $105,623-65.1% | $87,502-57.8% | $273,972-86.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.99% | 12.26%-5.3pp | 12.21%-5.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,779 | $3,141-43.3% | $2,550-30.2% | $4,869-63.5% |
| Participant deferral / active EE | $12,300 | $3,601+241.6% | $3,149+290.6% | $5,287+132.6% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |