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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,894 | $99,341-77.0% | $84,750-73.0% | $273,965-91.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.40% | 22.93%-19.5pp | 22.78%-19.4pp | 41.45%-38.1pp |
| Employer contribution / active EE | $6,335 | $4,214+50.4% | $3,574+77.2% | $4,869+30.1% |
| Participant deferral / active EE | $6,182 | $4,269+44.8% | $3,712+66.6% | $5,287+16.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |