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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,380 | $135,956-81.3% | $123,894-79.5% | $273,972-90.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.11% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $3,681 | $5,170-28.8% | $4,617-20.3% | $4,869-24.4% |
| Participant deferral / active EE | $6,754 | $6,343+6.5% | $5,984+12.9% | $5,287+27.7% |
| Admin fee / account holder | $143 | $9,817-98.5% | $8,357-98.3% | $10,133-98.6% |