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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,313 | $215,361-87.3% | $171,082-84.0% | $273,972-90.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.78% | 25.14%-19.4pp | 32.56%-26.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $3,352 | $4,967-32.5% | $4,002-16.2% | $4,869-31.2% |
| Participant deferral / active EE | $11,221 | $5,543+102.4% | $4,797+133.9% | $5,287+112.2% |
| Admin fee / account holder | $215 | $10,846-98.0% | $8,520-97.5% | $10,133-97.9% |