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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,267 | $215,361-75.3% | $171,082-68.9% | $273,972-80.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.81% | 25.14%-16.3pp | 32.56%-23.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,875 | $4,967-62.3% | $4,002-53.2% | $4,869-61.5% |
| Participant deferral / active EE | $7,173 | $5,543+29.4% | $4,797+49.5% | $5,287+35.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |