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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,101 | $99,345-83.8% | $84,753-81.0% | $273,972-94.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.65% | 22.93%-14.3pp | 22.78%-14.1pp | 41.46%-32.8pp |
| Employer contribution / active EE | $6,698 | $4,214+59.0% | $3,574+87.4% | $4,869+37.6% |
| Participant deferral / active EE | $5,511 | $4,270+29.1% | $3,712+48.5% | $5,287+4.2% |
| Admin fee / account holder | $66 | $6,645-99.0% | $5,333-98.8% | $10,133-99.4% |