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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,117 | $88,707-33.4% | $74,184-20.3% | $273,972-78.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.49% | 11.94%-6.5pp | 17.74%-12.2pp | 41.46%-36.0pp |
| Employer contribution / active EE | $4,035 | $3,159+27.7% | $2,370+70.2% | $4,869-17.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |