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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,746 | $88,707-29.3% | $74,184-15.4% | $273,972-77.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.09% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,017 | $3,159-36.2% | $2,370-14.9% | $4,869-58.6% |
| Participant deferral / active EE | $13,486 | $4,212+220.2% | $3,550+279.9% | $5,287+155.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |