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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,526 | $215,361-86.3% | $171,082-82.7% | $273,972-89.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 15.06% | 25.14%-10.1pp | 32.56%-17.5pp | 41.46%-26.4pp |
| Employer contribution / active EE | $4,250 | $4,967-14.4% | $4,002+6.2% | $4,869-12.7% |
| Participant deferral / active EE | $11,745 | $5,543+111.9% | $4,797+144.8% | $5,287+122.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |