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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,288 | $99,345-81.6% | $84,753-78.4% | $273,972-93.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 26.32% | 22.93%+3.4pp | 22.78%+3.5pp | 41.46%-15.1pp |
| Employer contribution / active EE | $3,049 | $4,214-27.7% | $3,574-14.7% | $4,869-37.4% |
| Participant deferral / active EE | $5,250 | $4,270+23.0% | $3,712+41.4% | $5,287-0.7% |
| Admin fee / account holder | $159 | $6,645-97.6% | $5,333-97.0% | $10,133-98.4% |