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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,367 | $94,439-93.3% | $73,658-91.4% | $154,746-95.9% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 25.55% | 28.25%-2.7pp | 29.72%-4.2pp | 172.34%-146.8pp |
| Employer contribution / active EE | $1,095 | $1,257-12.9% | $1,032+6.1% | $4,379-75.0% |
| Participant deferral / active EE | $1,480 | $2,527-41.4% | $2,062-28.2% | $6,730-78.0% |
| Admin fee / account holder | $287 | $3,843-92.5% | $3,357-91.4% | $14,365-98.0% |