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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,940 | $215,361-81.0% | $171,082-76.1% | $273,972-85.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.26% | 25.14%-19.9pp | 32.56%-27.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,883 | $4,967-62.1% | $4,002-52.9% | $4,869-61.3% |
| Participant deferral / active EE | $6,967 | $5,543+25.7% | $4,797+45.2% | $5,287+31.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |