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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,069 | $153,311-44.5% | $109,313-22.2% | $273,972-68.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.11% | 29.86%-26.7pp | 22.07%-19.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $23,983 | $5,619+326.8% | $3,892+516.2% | $4,869+392.6% |
| Participant deferral / active EE | $16,000 | $3,932+306.9% | $3,166+405.3% | $5,287+202.6% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |