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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,922 | $99,345-53.8% | $84,753-45.8% | $273,972-83.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.36% | 22.93%-19.6pp | 22.78%-19.4pp | 41.46%-38.1pp |
| Employer contribution / active EE | $13,416 | $4,214+218.4% | $3,574+275.3% | $4,869+175.6% |
| Participant deferral / active EE | $12,440 | $4,270+191.4% | $3,712+235.1% | $5,287+135.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |