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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,009 | $102,609-72.7% | $98,090-71.4% | $138,895-79.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 25.55% | 36.44%-10.9pp | 37.05%-11.5pp | 145.39%-119.8pp |
| Employer contribution / active EE | $4,001 | $3,867+3.4% | $3,606+10.9% | $4,194-4.6% |
| Participant deferral / active EE | $5,000 | $8,167-38.8% | $7,845-36.3% | $6,396-21.8% |
| Admin fee / account holder | $144 | $11,434-98.7% | $11,815-98.8% | $12,562-98.9% |