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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,013 | $56,894-63.1% | $84,753-75.2% | $62,881-66.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.65% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $6,898 | $2,400+187.5% | $3,574+93.0% | $2,281+202.4% |
| Participant deferral / active EE | $5,472 | $2,709+102.0% | $3,712+47.4% | $3,203+70.8% |
| Admin fee / account holder | $210 | $3,581-94.1% | $5,333-96.1% | $4,296-95.1% |