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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,997 | $65,712-77.2% | $57,196-73.8% | $273,972-94.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 14.97% | 22.01%-7.0pp | 14.59%+0.4pp | 41.46%-26.5pp |
| Employer contribution / active EE | $3,162 | $3,280-3.6% | $2,683+17.9% | $4,869-35.0% |
| Participant deferral / active EE | $3,582 | $3,782-5.3% | $3,096+15.7% | $5,287-32.2% |
| Admin fee / account holder | $25 | $4,838-99.5% | $3,141-99.2% | $10,133-99.8% |