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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,199 | $88,707-63.7% | $74,184-56.6% | $273,972-88.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.78% | 11.94%+4.8pp | 17.74%-1.0pp | 41.46%-24.7pp |
| Employer contribution / active EE | $4,905 | $3,159+55.3% | $2,370+107.0% | $4,869+0.7% |
| Participant deferral / active EE | $11,598 | $4,212+175.4% | $3,550+226.7% | $5,287+119.4% |
| Admin fee / account holder | $5 | $8,717-99.9% | $5,586-99.9% | $10,133-100.0% |