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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,126 | $100,970-90.0% | $96,576-89.5% | $137,256-92.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.00% | 38.16%-15.2pp | 38.47%-15.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $4,911 | $3,809+28.9% | $3,553+38.2% | $4,156+18.2% |
| Participant deferral / active EE | $6,585 | $8,286-20.5% | $7,956-17.2% | $6,407+2.8% |
| Admin fee / account holder | $31 | $11,312-99.7% | $11,381-99.7% | $12,270-99.8% |