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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,770 | $96,558-55.7% | $80,977-47.2% | $273,972-84.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.14% | 15.14%-7.0pp | 17.11%-9.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,881 | $4,869+0.2% | $3,715+31.4% | $4,869+0.2% |
| Participant deferral / active EE | $13,988 | $6,598+112.0% | $5,696+145.6% | $5,287+164.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |