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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,681 | $99,345-77.2% | $84,753-73.2% | $273,972-91.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.29% | 22.93%-9.6pp | 22.78%-9.5pp | 41.46%-28.2pp |
| Employer contribution / active EE | $8,027 | $4,214+90.5% | $3,574+124.6% | $4,869+64.9% |
| Participant deferral / active EE | $4,996 | $4,270+17.0% | $3,712+34.6% | $5,287-5.5% |
| Admin fee / account holder | $295 | $6,645-95.6% | $5,333-94.5% | $10,133-97.1% |