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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,426 | $135,956-83.5% | $123,894-81.9% | $273,972-91.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.14% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,904 | $5,170-43.8% | $4,617-37.1% | $4,869-40.3% |
| Participant deferral / active EE | $6,550 | $6,343+3.3% | $5,984+9.5% | $5,287+23.9% |
| Admin fee / account holder | $246 | $9,817-97.5% | $8,357-97.1% | $10,133-97.6% |