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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,677 | $52,580-68.3% | $71,671-76.7% | $70,126-76.2% |
| Participation rate | 95.8% | 60.9%+35.0pp | 68.7%+27.1pp | 69.5%+26.3pp |
| Annual return | 14.12% | 20.25%-6.1pp | 20.65%-6.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $3,273 | $1,616+102.6% | $2,460+33.1% | $2,343+39.7% |
| Participant deferral / active EE | $4,847 | $2,386+103.1% | $3,438+41.0% | $3,332+45.5% |
| Admin fee / account holder | $100 | $3,653-97.3% | $5,558-98.2% | $4,645-97.9% |