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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,927 | $99,345-79.9% | $84,753-76.5% | $273,972-92.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.41% | 22.93%-7.5pp | 22.78%-7.4pp | 41.46%-26.0pp |
| Employer contribution / active EE | $6,835 | $4,214+62.2% | $3,574+91.2% | $4,869+40.4% |
| Participant deferral / active EE | $3,750 | $4,270-12.2% | $3,712+1.0% | $5,287-29.1% |
| Admin fee / account holder | $115 | $6,645-98.3% | $5,333-97.8% | $10,133-98.9% |