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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,269 | $99,345-73.6% | $84,753-69.0% | $273,972-90.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.37% | 22.93%-11.6pp | 22.78%-11.4pp | 41.46%-30.1pp |
| Employer contribution / active EE | $6,887 | $4,214+63.4% | $3,574+92.7% | $4,869+41.5% |
| Participant deferral / active EE | $8,832 | $4,270+106.9% | $3,712+137.9% | $5,287+67.0% |
| Admin fee / account holder | $80 | $6,645-98.8% | $5,333-98.5% | $10,133-99.2% |