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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,118 | $99,345-75.7% | $84,753-71.5% | $273,972-91.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 17.69% | 22.93%-5.2pp | 22.78%-5.1pp | 41.46%-23.8pp |
| Employer contribution / active EE | $6,252 | $4,214+48.4% | $3,574+74.9% | $4,869+28.4% |
| Participant deferral / active EE | $7,257 | $4,270+70.0% | $3,712+95.5% | $5,287+37.3% |
| Admin fee / account holder | $221 | $6,645-96.7% | $5,333-95.9% | $10,133-97.8% |