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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,252 | $93,064-77.2% | $74,577-71.5% | $273,972-92.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 17.91% | 26.18%-8.3pp | 20.47%-2.6pp | 41.46%-23.5pp |
| Employer contribution / active EE | $2,781 | $3,160-12.0% | $2,525+10.1% | $4,869-42.9% |
| Participant deferral / active EE | $9,348 | $4,160+124.7% | $3,458+170.3% | $5,287+76.8% |
| Admin fee / account holder | $11 | $5,273-99.8% | $4,138-99.7% | $10,133-99.9% |