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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,148 | $65,712-78.5% | $57,196-75.3% | $273,972-94.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.43% | 22.01%-11.6pp | 14.59%-4.2pp | 41.46%-31.0pp |
| Employer contribution / active EE | $3,173 | $3,280-3.3% | $2,683+18.3% | $4,869-34.8% |
| Participant deferral / active EE | $5,333 | $3,782+41.0% | $3,096+72.3% | $5,287+0.9% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |