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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,001 | $65,685-14.7% | $57,181-2.1% | $273,965-79.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.73% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.7pp |
| Employer contribution / active EE | $14,707 | $3,279+348.6% | $2,682+448.2% | $4,869+202.1% |
| Participant deferral / active EE | $1,025 | $3,781-72.9% | $3,096-66.9% | $5,287-80.6% |
| Admin fee / account holder | $94 | $4,835-98.1% | $3,139-97.0% | $10,132-99.1% |