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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,165 | $99,345-45.5% | $84,753-36.1% | $273,972-80.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.04% | 22.93%-11.9pp | 22.78%-11.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $10,000 | $4,214+137.3% | $3,574+179.8% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $201 | $6,645-97.0% | $5,333-96.2% | $10,133-98.0% |