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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,359 | $99,345-57.4% | $84,753-50.0% | $273,972-84.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 17.36% | 22.93%-5.6pp | 22.78%-5.4pp | 41.46%-24.1pp |
| Employer contribution / active EE | $9,069 | $4,214+115.2% | $3,574+153.7% | $4,869+86.3% |
| Participant deferral / active EE | $5,882 | $4,270+37.8% | $3,712+58.5% | $5,287+11.3% |
| Admin fee / account holder | $229 | $6,645-96.6% | $5,333-95.7% | $10,133-97.7% |