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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,504 | $93,064-67.2% | $74,577-59.1% | $273,972-88.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 18.26% | 26.18%-7.9pp | 20.47%-2.2pp | 41.46%-23.2pp |
| Employer contribution / active EE | $9,427 | $3,160+198.3% | $2,525+273.3% | $4,869+93.6% |
| Participant deferral / active EE | $9,460 | $4,160+127.4% | $3,458+173.5% | $5,287+78.9% |
| Admin fee / account holder | $256 | $5,273-95.1% | $4,138-93.8% | $10,133-97.5% |