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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,250 | $99,345-83.6% | $84,753-80.8% | $273,972-94.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.72% | 22.93%-19.2pp | 22.78%-19.1pp | 41.46%-37.7pp |
| Employer contribution / active EE | $8,896 | $4,214+111.1% | $3,574+148.9% | $4,869+82.7% |
| Participant deferral / active EE | $1,059 | $4,270-75.2% | $3,712-71.5% | $5,287-80.0% |
| Admin fee / account holder | $151 | $6,645-97.7% | $5,333-97.2% | $10,133-98.5% |