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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,644 | $96,956-80.8% | $69,779-73.3% | $273,972-93.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.61% | 12.93%-7.3pp | 12.99%-7.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,813 | $3,316-45.3% | $2,338-22.5% | $4,869-62.8% |
| Participant deferral / active EE | $5,395 | $3,744+44.1% | $2,931+84.1% | $5,287+2.0% |
| Admin fee / account holder | $164 | $7,934-97.9% | $4,381-96.3% | $10,133-98.4% |