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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,541 | $99,345-38.1% | $84,753-27.4% | $273,972-77.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.18% | 22.93%-15.8pp | 22.78%-15.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $15,235 | $4,214+261.5% | $3,574+326.2% | $4,869+212.9% |
| Participant deferral / active EE | $15,733 | $4,270+268.5% | $3,712+323.9% | $5,287+197.6% |
| Admin fee / account holder | $2 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |