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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,458 | $215,361-77.0% | $171,082-71.1% | $273,972-81.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.47% | 25.14%-20.7pp | 32.56%-28.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $12,955 | $4,967+160.8% | $4,002+223.7% | $4,869+166.1% |
| Participant deferral / active EE | $8,000 | $5,543+44.3% | $4,797+66.8% | $5,287+51.3% |
| Admin fee / account holder | $13 | $10,846-99.9% | $8,520-99.8% | $10,133-99.9% |