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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,044 | $215,361-88.4% | $171,082-85.4% | $273,972-90.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 17.31% | 25.14%-7.8pp | 32.56%-15.2pp | 41.46%-24.1pp |
| Employer contribution / active EE | $8,814 | $4,967+77.5% | $4,002+120.2% | $4,869+81.0% |
| Participant deferral / active EE | $9,226 | $5,543+66.4% | $4,797+92.3% | $5,287+74.5% |
| Admin fee / account holder | $120 | $10,846-98.9% | $8,520-98.6% | $10,133-98.8% |