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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,582 | $88,707-53.1% | $74,184-43.9% | $273,972-84.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.66% | 11.94%-4.3pp | 17.74%-10.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,878 | $3,159+22.8% | $2,370+63.6% | $4,869-20.3% |
| Participant deferral / active EE | $10,136 | $4,212+140.7% | $3,550+185.5% | $5,287+91.7% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |