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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,334 | $99,345-77.5% | $84,753-73.6% | $273,972-91.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.74% | 22.93%-14.2pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $7,495 | $4,214+77.9% | $3,574+109.7% | $4,869+53.9% |
| Participant deferral / active EE | $5,398 | $4,270+26.4% | $3,712+45.4% | $5,287+2.1% |
| Admin fee / account holder | $54 | $6,645-99.2% | $5,333-99.0% | $10,133-99.5% |