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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,495 | $127,386-78.4% | $115,037-76.1% | $125,388-78.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.67% | 31.28%-25.6pp | 26.14%-20.5pp | 282.24%-276.6pp |
| Employer contribution / active EE | $1,989 | $5,166-61.5% | $4,608-56.8% | $4,866-59.1% |
| Participant deferral / active EE | $5,800 | $6,423-9.7% | $6,026-3.8% | $5,352+8.4% |
| Admin fee / account holder | $269 | $9,516-97.2% | $8,175-96.7% | $9,541-97.2% |