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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,105 | $153,311-84.9% | $109,313-78.9% | $273,972-91.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.61% | 29.86%-24.2pp | 22.07%-16.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $8,655 | $5,619+54.0% | $3,892+122.4% | $4,869+77.8% |
| Participant deferral / active EE | $3,384 | $3,932-14.0% | $3,166+6.9% | $5,287-36.0% |
| Admin fee / account holder | $213 | $8,076-97.4% | $5,666-96.2% | $10,133-97.9% |