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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,360 | $103,164-89.0% | $90,259-87.4% | $154,746-92.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 18.93% | 19.25%-0.3pp | 18.88%+0.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,482 | $2,532-41.5% | $2,291-35.3% | $4,379-66.2% |
| Participant deferral / active EE | $1,955 | $4,422-55.8% | $3,827-48.9% | $6,730-70.9% |
| Admin fee / account holder | $97 | $8,593-98.9% | $7,267-98.7% | $14,365-99.3% |