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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,632 | $93,064-71.4% | $74,577-64.3% | $273,972-90.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.75% | 26.18%-19.4pp | 20.47%-13.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $5,937 | $3,160+87.9% | $2,525+135.1% | $4,869+21.9% |
| Participant deferral / active EE | $5,545 | $4,160+33.3% | $3,458+60.3% | $5,287+4.9% |
| Admin fee / account holder | $107 | $5,273-98.0% | $4,138-97.4% | $10,133-98.9% |