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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,366 | $135,956-80.6% | $123,894-78.7% | $273,972-90.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 18.93% | 56.63%-37.7pp | 47.52%-28.6pp | 41.46%-22.5pp |
| Employer contribution / active EE | $5,842 | $5,170+13.0% | $4,617+26.5% | $4,869+20.0% |
| Participant deferral / active EE | $2,209 | $6,343-65.2% | $5,984-63.1% | $5,287-58.2% |
| Admin fee / account holder | $186 | $9,817-98.1% | $8,357-97.8% | $10,133-98.2% |