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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,460 | $106,974-94.0% | $90,796-92.9% | $138,895-95.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 24.49% | 20.10%+4.4pp | 19.29%+5.2pp | 145.39%-120.9pp |
| Employer contribution / active EE | $2,832 | $2,609+8.6% | $2,294+23.5% | $4,194-32.5% |
| Participant deferral / active EE | $4,614 | $4,455+3.6% | $3,822+20.7% | $6,396-27.9% |
| Admin fee / account holder | $41 | $8,626-99.5% | $7,024-99.4% | $12,562-99.7% |