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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,856 | $215,361-87.5% | $171,082-84.3% | $273,972-90.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.17% | 25.14%-18.0pp | 32.56%-25.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $8,903 | $4,967+79.3% | $4,002+122.5% | $4,869+82.9% |
| Participant deferral / active EE | $5,267 | $5,543-5.0% | $4,797+9.8% | $5,287-0.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |