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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,753 | $99,345-35.8% | $84,753-24.8% | $273,972-76.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.18% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $7,740 | $4,214+83.7% | $3,574+116.5% | $4,869+59.0% |
| Participant deferral / active EE | $12,473 | $4,270+192.1% | $3,712+236.0% | $5,287+135.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |