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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,659 | $104,251-59.1% | $91,004-53.1% | $147,586-71.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.30% | 27.06%-16.8pp | 4.60%+5.7pp | 578.59%-568.3pp |
| Employer contribution / active EE | $2,293 | $3,116-26.4% | $2,456-6.6% | $4,876-53.0% |
| Participant deferral / active EE | $8,000 | $4,195+90.7% | $3,548+125.5% | $5,439+47.1% |
| Admin fee / account holder | $273 | $8,948-96.9% | $5,417-95.0% | $10,886-97.5% |