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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,953 | $43,075-69.9% | $74,577-82.6% | $62,881-79.4% |
| Participation rate | 98.4% | 58.1%+40.4pp | 68.1%+30.3pp | 69.3%+29.1pp |
| Annual return | 8.27% | 17.50%-9.2pp | 20.47%-12.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,968 | $1,498+98.2% | $2,525+17.5% | $2,281+30.1% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $14 | $2,840-99.5% | $4,138-99.7% | $4,296-99.7% |