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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,367 | $99,345-57.4% | $84,753-50.0% | $273,972-84.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.36% | 22.93%-11.6pp | 22.78%-11.4pp | 41.46%-30.1pp |
| Employer contribution / active EE | $7,585 | $4,214+80.0% | $3,574+112.2% | $4,869+55.8% |
| Participant deferral / active EE | $10,358 | $4,270+142.6% | $3,712+179.0% | $5,287+95.9% |
| Admin fee / account holder | $29 | $6,645-99.6% | $5,333-99.5% | $10,133-99.7% |