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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,414 | $93,064-69.5% | $74,577-61.9% | $273,972-89.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.29% | 26.18%-21.9pp | 20.47%-16.2pp | 41.46%-37.2pp |
| Employer contribution / active EE | $8,253 | $3,160+161.2% | $2,525+226.8% | $4,869+69.5% |
| Participant deferral / active EE | $9,850 | $4,160+136.7% | $3,458+184.8% | $5,287+86.3% |
| Admin fee / account holder | $157 | $5,273-97.0% | $4,138-96.2% | $10,133-98.4% |