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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,929 | $99,345-78.9% | $84,753-75.3% | $273,972-92.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.50% | 22.93%-12.4pp | 22.78%-12.3pp | 41.46%-31.0pp |
| Employer contribution / active EE | $5,235 | $4,214+24.2% | $3,574+46.5% | $4,869+7.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $277 | $6,645-95.8% | $5,333-94.8% | $10,133-97.3% |